We are live on ! Find out more
FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1201
CVA Family Office
Colorado
$287K – – –
PWPS
1202
Pinnacle Wealth Planning Services
Ohio
$286K – – –
ARC
1203
Advisor Resource Council
Texas
$286K +$45.8K +372 +17%
EDRH
1204
Edmond de Rothschild Holding
Switzerland
$282K – – –
IIM
1205
Ipswich Investment Management
Massachusetts
$282K -$24.6K -200 -7%
TPCW
1206
TD Private Client Wealth
New York
$281K +$9.61K +78 +3%
FA
1207
FDx Advisors
Illinois
$281K -$173K -1,401 -36%
WA
1208
WBH Advisory
Maryland
$281K -$7.76K -63 -2%
VVP
1209
Venture Visionary Partners
Ohio
$280K – – –
YIA
1210
YHB Investment Advisors
Connecticut
$280K -$61.6K -500 -17%
SOS
1211
Silver Oak Securities
Tennessee
$278K +$43.7K +355 +17%
AP
1212
Adero Partners
California
$277K +$301K +2,448 New
LIM
1213
Leavell Investment Management
Alabama
$276K -$12.3K -100 -4%
JCM
1214
Janney Capital Management
Pennsylvania
$276K – – –
AWM
1215
Avitas Wealth Management
California
$274K +$299K +2,429 New
ACM
1216
Allred Capital Management
Texas
$272K -$1.97K -16 -0.7%
CG
1217
Corundum Group
Colorado
$271K – – –
GSIAS
1218
Garden State Investment Advisory Services
New Jersey
$270K +$294K +2,386 New
FWIA
1219
Fort Washington Investment Advisors
Ohio
$269K +$294K +2,385 New
BJL
1220
Brighton Jones LLC
Washington
$269K +$11.3K +92 +4%
TC
1221
Truvestments Capital
Florida
$269K +$3.94K +32 +1%
MSFP
1222
Mark Sheptoff Financial Planning
Connecticut
$268K – – –
PWS
1223
Peterson Wealth Services
Utah
$267K -$493 -4 -0.2%
PI
1224
PFG Investments
New York
$266K +$4.31K +35 +2%
SIA
1225
Soltis Investment Advisors
Utah
$265K -$18.6K -151 -6%
47 48
49
50 51