We are live on ! Find out more
FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
I
1601
INVST
Indiana
$243K +$1.23K +6 +0.5%
FWM
1602
Fairhaven Wealth Management
Illinois
$242K +$4.49K +22 +2%
OPWM
1603
Oregon Pacific Wealth Management
Oregon
$242K +$240K +1,178 New
WB
1604
West Bancorporation
Iowa
$242K -$96.4K -472 -29%
FFP
1605
FourThought Financial Partners
Florida
$242K +$240K +1,176 New
PCS
1606
Personal CFO Solutions
New Jersey
$241K +$240K +1,175 New
M
1607
MYeCFO
California
$241K – – –
OAS
1608
Optivise Advisory Services
Tennessee
$239K -$32.9K -161 -12%
EP
1609
Essential Planning
New Hampshire
$238K +$239K +1,170 New
VWM
1610
Vigilare Wealth Management
Arizona
$238K – – –
BCG
1611
Breakwater Capital Group
New Jersey
$235K -$612 -3 -0.3%
RIL
1612
Rothschild Investment LLC
Illinois
$235K +$3.67K +18 +2%
YIA
1613
YHB Investment Advisors
Connecticut
$235K +$3.67K +18 +2%
JFA
1614
JNBA Financial Advisors
Minnesota
$234K +$4.9K +24 +2%
CCA
1615
Catalyst Capital Advisors
New York
$233K -$34.3K -168 -13%
SSB
1616
Sandy Spring Bank
Maryland
$233K -$2.45K -12 -1%
BW
1617
Basepoint Wealth
Iowa
$233K – – –
FG
1618
Fiduciary Group
Georgia
$232K -$10.2K -50 -4%
WHCI
1619
W.H. Cornerstone Investments
Massachusetts
$231K -$2.45K -12 -1%
BSHC
1620
Breed's Hill Capital
Massachusetts
$230K +$229K +1,121 New
NERM
1621
New England Research & Management
Illinois
$230K – – –
SG
1622
StoneX Group
New York
$229K +$228K +1,117 New
GIA
1623
Gateway Investment Advisers
Ohio
$229K -$49.8K -244 -18%
ESB
1624
Essex Savings Bank
Connecticut
$228K +$227K +1,110 New
CIP
1625
Convergence Investment Partners
Florida
$228K -$2.25K -11 -1%
63 64
65
66 67