We are live on ! Find out more
FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSCI
1426
Security National Bank of Sioux City Iowa
Iowa
$219K – – –
RFO
1427
RiverGlades Family Offices
Florida
$219K +$244K +1,700 New
CAM
1428
Cidel Asset Management
Ontario, Canada
$219K -$1.3M -9,092 -84%
MAWA
1429
Moss Adams Wealth Advisors
Washington
$219K -$14.9K -104 -6%
TA
1430
TrueWealth Advisors
Alabama
$218K +$243K +1,694 New
FNBOMD
1431
First National Bank of Mount Dora
Florida
$217K -$18.2K -127 -7%
BFPW
1432
BOK Financial Private Wealth
Colorado
$216K +$5.88K +41 +3%
TPWA
1433
TRUE Private Wealth Advisors
Oregon
$216K -$15.6K -109 -6%
PWG
1434
Portside Wealth Group
Utah
$216K -$28.5K -199 -11%
HTIM
1435
Harbour Trust & Investment Management
Indiana
$215K -$6.3K -44 -3%
CCWM
1436
Cassaday & Co Wealth Management
Virginia
$215K – – –
ALC
1437
Alexander Labrunerie & Co
Missouri
$215K – – –
IWM
1438
Iams Wealth Management
Nebraska
$215K +$239K +1,665 New
EM
1439
Excalibur Management
Massachusetts
$214K -$19.3K -135 -8%
GFG
1440
Goldstone Financial Group
Illinois
$213K – – –
NG
1441
Norden Group
Utah
$212K +$59.6K +416 +34%
2L
1442
25 LLC
Missouri
$210K -$1.72K -12 -0.7%
CA
1443
Claro Advisors
Massachusetts
$209K +$16.6K +116 +8%
TSS
1444
Two Sigma Securities
New York
$208K +$231K +1,615 New
PRP
1445
Peak Retirement Planning
Ohio
$207K +$573 +4 +0.2%
QFPS
1446
Quantum Financial Planning Services
Washington
$207K -$23.1K -161 -9%
LRIC
1447
Long Road Investment Counsel
Michigan
$207K – – –
BONST
1448
Bank of Nova Scotia Trust
Ontario, Canada
$207K +$230K +1,604 New
VCM
1449
Vision Capital Management
Oregon
$207K +$287 +2 +0.1%
VAS
1450
Vestmark Advisory Solutions
Massachusetts
$207K +$230K +1,603 New
56 57
58
59 60