We are live on ! Find out more
FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1151
Northwest Bancshares
Pennsylvania
$287K – – –
PWPS
1152
Pinnacle Wealth Planning Services
Ohio
$287K – – –
HFM
1153
Harvest Fund Management
China
$286K +$181K +1,643 +185%
CWA
1154
CM Wealth Advisors
Ohio
$285K – – –
ACM
1155
Allred Capital Management
Texas
$284K +$277K +2,517 New
DAS
1156
Dynamic Advisor Solutions
Arizona
$284K -$27.9K -254 -9%
EDRH
1157
Edmond de Rothschild Holding
Switzerland
$283K – – –
LA
1158
Latitude Advisors
Florida
$282K -$550 -5 -0.2%
CPIG
1159
Chicago Partners Investment Group
Illinois
$281K -$15.8K -144 -6%
WA
1160
WBH Advisory
Maryland
$281K +$273K +2,486 New
GIA
1161
Gladstone Institutional Advisory
Florida
$280K -$3.63K -33 -1%
VVP
1162
Venture Visionary Partners
Ohio
$280K -$2.2K -20 -0.8%
MWM
1163
Modera Wealth Management
New Jersey
$280K +$11.3K +103 +4%
PI
1164
PFG Investments
New York
$278K +$271K +2,463 New
MFS
1165
Mirabella Financial Services
United Kingdom
$278K +$271K +2,462 New
CPIA
1166
Cornell Pochily Investment Advisors
New York
$277K -$16.5K -150 -6%
RIA
1167
Realta Investment Advisors
Delaware
$277K -$80.7K -734 -23%
JCM
1168
Janney Capital Management
Pennsylvania
$276K -$4.84K -44 -2%
PCS
1169
Personal CFO Solutions
New Jersey
$274K -$330 -3 -0.1%
PP
1170
PDS Planning
Ohio
$274K +$267K +2,423 New
BJL
1171
Brighton Jones LLC
Washington
$274K +$32.9K +299 +14%
AF
1172
Arrow Financial
New York
$271K – – –
CG
1173
Corundum Group
Colorado
$271K – – –
MSFP
1174
Mark Sheptoff Financial Planning
Connecticut
$269K – – –
WCF
1175
West Coast Financial
California
$267K – – –
45 46
47
48 49