We are live on ! Find out more
FISV icon

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1401
Cromwell Holdings
Wyoming
$399K – – –
AWA
1402
Arete Wealth Advisors
Illinois
$395K -$20.4K -93 -5%
CFP
1403
Cascade Financial Partners
California
$393K -$39K -178 -9%
SEIA
1404
Signature Estate & Investment Advisors
California
$392K +$46.9K +214 +14%
AC
1405
AlphaCore Capital
California
$392K +$78.8K +360 +25%
QFPS
1406
Quantum Financial Planning Services
Washington
$390K +$35.2K +161 +10%
OPA
1407
Old Port Advisors
Maine
$389K -$16.4K -75 -4%
GWANC
1408
Guardian Wealth Advisors (North Carolina)
North Carolina
$388K -$273K -1,249 -42%
OFG
1409
Oxford Financial Group
Indiana
$388K +$10.9K +50 +3%
PCM
1410
Permanent Capital Management
Illinois
$387K -$90.9K -415 -19%
TCOT
1411
Trust Company of Toledo
Ohio
$387K -$32.8K -150 -8%
SWM
1412
SeaCrest Wealth Management
New York
$385K -$8.1K -37 -2%
TFA
1413
Tranquilli Financial Advisor
New Jersey
$385K +$16.2K +74 +4%
GA
1414
Goldstein Advisors
Wisconsin
$385K +$4.38K +20 +1%
BFPW
1415
BOK Financial Private Wealth
Colorado
$384K -$2.41K -11 -0.6%
GPW
1416
Genesis Private Wealth
Virginia
$384K +$381K +1,741 New
PIWA
1417
Prevail Innovative Wealth Advisors
Kansas
$384K – – –
KFSC
1418
Keystone Financial Services (Colorado)
Colorado
$384K -$39.4K -180 -9%
KFS
1419
Kaizen Financial Strategies
California
$383K -$52.8K -241 -12%
PWG
1420
Portside Wealth Group
Utah
$383K +$27.1K +124 +8%
HHRDM
1421
H&H Retirement Design & Management
Nevada
$383K -$438 -2 -0.1%
OHWP
1422
Oak Harbor Wealth Partners
North Carolina
$382K -$267K -1,218 -41%
WAP
1423
Wealthcare Advisory Partners
Pennsylvania
$382K -$4.6K -21 -1%
SNBOSCI
1424
Security National Bank of Sioux City Iowa
Iowa
$380K -$2.19K -10 -0.6%
IWA
1425
IVC Wealth Advisors
Pennsylvania
$380K +$876 +4 +0.2%
55 56
57
58 59