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FISV

Fiserv Inc

Name Holding Trade Value Shares
Change
Change in
Stake
M
1601
MYeCFO
California
$202K
ETC
1602
Exchange Traded Concepts
Oklahoma
$201K -$1.63M -8,974 -89%
FI
1603
Finivi Inc
Massachusetts
$201K +$1.63K +9 +0.8%
SS
1604
SBI Securities
Japan
$196K +$37K +204 +22%
JFA
1605
JNBA Financial Advisors
Minnesota
$196K
KWM
1606
Kiker Wealth Management
Georgia
$191K +$64.2K +354 +47%
CCA
1607
Catalyst Capital Advisors
New York
$188K -$13.4K -74 -6%
FIA
1608
FNY Investment Advisers
New York
$184K +$194K +1,069 New
OC
1609
Oakworth Capital
Alabama
$176K -$8.52K -47 -4%
IWA
1610
Icon Wealth Advisors
Texas
$164K -$174K -957 -50%
AWM
1611
Atticus Wealth Management
Florida
$159K +$167K +920 New
OA
1612
Operose Advisors
Wisconsin
$158K
WPWM
1613
Western Pacific Wealth Management
Illinois
$151K
TLA
1614
Tanglewood Legacy Advisors
Texas
$150K
HWM
1615
Hemington Wealth Management
Virginia
$148K -$14K -77 -8%
GIA
1616
GHP Investment Advisors
Colorado
$147K
EWM
1617
Evermay Wealth Management
Virginia
$146K
CWM
1618
Crowley Wealth Management
Delaware
$144K
PWMA
1619
Pension & Wealth Management Advisors
Massachusetts
$138K +$18K +99 +14%
Cohen & Steers
1620
Cohen & Steers
New York
$138K +$145K +800 New
HFS
1621
Hopwood Financial Services
Virginia
$138K
PFG
1622
Putney Financial Group
California
$138K
EPW
1623
Evergreen Private Wealth
Colorado
$132K -$33.7K -186 -20%
LI
1624
LRI Investments
Florida
$131K -$81.1K -447 -2%
WTA
1625
Washington Trust Advisors
Massachusetts
$131K -$41.3K -228 -23%