We are live on ! Find out more
FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
RI
1301
Ridgewood Investments
New Jersey
– -$200K -3,587 Closed
AC
1302
AlphaCore Capital
California
– -$197K -3,538 Closed
VWM
1303
Venturi Wealth Management
Texas
– -$197K -3,525 Closed
ICCON
1304
Investment Counsel Company of Nevada
Nevada
– -$112K -2,000 Closed
CF
1305
Centaurus Financial
California
– -$108K -1,928 Closed
FWA
1306
Flagship Wealth Advisors
Massachusetts
– -$311K -1,805 Closed
SBFM
1307
S-Bank Fund Management
Finland
– -$75.6K -1,355 Closed
RFP
1308
Root Financial Partners
California
– -$68.2K -1,222 Closed
MIFH
1309
Migdal Insurance & Financial Holdings
Israel
– -$62.5K -1,120 Closed
Cohen & Steers
1310
Cohen & Steers
New York
– -$45K -800 Closed
WSFG
1311
Wall Street Financial Group
Illinois
– -$43.1K -773 Closed
DWP
1312
Destiny Wealth Partners
Florida
– -$40.3K -723 Closed
RCM
1313
Raleigh Capital Management
North Carolina
– -$40.3K -722 Closed
IAAG
1314
Innovative Asset Advisors Group
Connecticut
– -$40K -716 Closed
SNB
1315
Security National Bank
Nebraska
– -$33.5K -600 Closed
MCP
1316
Miller Capital Partners
Michigan
– -$26.2K -469 Closed
PIM
1317
Plato Investment Management
Australia
– -$24.3K -435 Closed
BOJHT
1318
Bank of Jackson Hole Trust
Wyoming
– -$24K -430 Closed
OWA
1319
Opal Wealth Advisors
New York
– -$22.8K -408 Closed
EP
1320
Elkhorn Partners
Nebraska
– -$22.3K -400 Closed
GAG
1321
Goodman Advisory Group
Massachusetts
– -$22K -395 Closed
EA
1322
Evergreen Advisors
Tennessee
– -$15.1K -270 Closed
TPWA
1323
Twin Peaks Wealth Advisors
California
– -$14.8K -266 Closed
Barrow, Hanley, Mewhinney & Strauss
1324
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$14.3K -257 Closed
LA
1325
LM Advisors
California
– -$4.01K -224 Closed