We are live on ! Find out more
FISV icon

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1326
Legacy Financial Advisors
Kentucky
$303K -$25.3K -167 -8%
CA
1327
Claro Advisors
Massachusetts
$301K -$8.17K -54 -3%
HP
1328
Highlander Partners
Texas
$301K – – –
AT
1329
Arden Trust
Delaware
$300K -$151 -1 -0%
BFO
1330
Biltmore Family Office
North Carolina
$298K – – –
CM
1331
Castleark Management
Illinois
$298K – – –
BTWM
1332
Brass Tax Wealth Management
Ohio
$296K +$301K +1,987 New
DA
1333
Drake & Associates
Wisconsin
$296K +$301K +1,987 New
WFI
1334
West Family Investments
California
$295K – – –
BTI
1335
Blue Trust Inc
Georgia
$295K +$134K +882 +91%
KFSC
1336
Keystone Financial Services (Colorado)
Colorado
$295K +$12.1K +80 +4%
NPT
1337
Nixon Peabody Trust
Massachusetts
$294K -$183K -1,210 -38%
OPA
1338
Old Port Advisors
Maine
$292K +$1.36K +9 +0.5%
SAG
1339
SageView Advisory Group
California
$292K -$1.91M -12,621 -87%
BMMM
1340
Boston Mountain Money Management
Arkansas
$292K -$7.57K -50 -2%
SIG
1341
Sky Investment Group
Connecticut
$290K +$294K +1,945 New
JCM
1342
Jacobsen Capital Management
Utah
$289K -$6.51K -43 -2%
WMA
1343
Wealth Management Associates
New Jersey
$289K – – –
CF
1344
Centaurus Financial
California
$288K +$47.5K +314 +19%
CIC
1345
Carnegie Investment Counsel
Ohio
$288K -$92.6K -612 -24%
CCG
1346
Catalina Capital Group
California
$287K +$24.5K +162 +9%
AC
1347
Allstate Corporation
Illinois
$287K – – –
SWM
1348
Sugarloaf Wealth Management
Georgia
$286K – – –
WA
1349
Waverly Advisors
Alabama
$285K -$11.8K -78 -4%
CFB
1350
Cullen/Frost Bankers
Texas
$285K +$19.8K +131 +7%
52 53
54
55 56