We are live on ! Find out more
FISV icon

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1126
Ceeto Capital Group
Florida
$303K – – –
OCBCO
1127
Oversea-Chinese Banking Corp (OCBC)
Singapore
$301K +$296K +2,974 New
WIM
1128
WealthPlan Investment Management
Nebraska
$300K – – –
WP
1129
WealthPLAN Partners
Nebraska
$299K +$257K +2,576 New
JWM
1130
JGP Wealth Management
Oregon
$298K -$9.56K -96 -3%
PAG
1131
Private Advisor Group
New Jersey
$298K -$78.5K -788 -4%
PP
1132
Pegasus Partners
Wisconsin
$295K -$44.2K -444 -13%
MA
1133
MONECO Advisors
Connecticut
$294K – – –
GP
1134
Girard Partners
Pennsylvania
$293K -$108K -1,087 -27%
CPIG
1135
Chicago Partners Investment Group
Illinois
$293K +$14.3K +144 +6%
PA
1136
Parallel Advisors
California
$291K -$36.2K -363 -11%
ISL
1137
Ingalls & Snyder LLC
New York
$290K – – –
CFS
1138
CRA Financial Services
New Jersey
$287K – – –
GIA
1139
Gateway Investment Advisers
Ohio
$287K -$16.2K -163 -5%
PJSIMP
1140
P.J. Schmidt Investment Management (PJS)
Wisconsin
$286K – – –
BWM
1141
Baron Wealth Management
Michigan
$285K +$281K +2,818 New
DZ Bank
1142
DZ Bank
Germany
$285K -$28.9K -290 -9%
CT
1143
Clearstead Trust
Maine
$284K -$20.4K -205 -7%
SFO
1144
Stokes Family Office
Louisiana
$284K -$20.5K -206 -7%
CCA
1145
Clearwater Capital Advisors
Illinois
$280K – – –
DAS
1146
Dynamic Advisor Solutions
Arizona
$280K +$276K +2,767 New
MMG
1147
Monetary Management Group
Missouri
$278K -$54.8K -550 -17%
DA
1148
Drake & Associates
Wisconsin
$278K +$274K +2,749 New
Kayne Anderson Rudnick Investment Management
1149
Kayne Anderson Rudnick Investment Management
California
$277K – – –
IMOV
1150
Investment Management of Virginia
Virginia
$276K – – –