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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
1951
Mitchell McLeod Pugh & Williams
Alabama
– -$216K -1,200 Closed
SPWM
1952
Schrum Private Wealth Management
Florida
– -$216K -1,200 Closed
BS
1953
Banco Santander
Spain
– -$215K -1,196 Closed
IRC
1954
Investors Research Corp
Georgia
– -$81.6K -454 Closed
GAG
1955
Goodman Advisory Group
Massachusetts
– -$71K -395 Closed
GSEP
1956
Golden State Equity Partners
California
– -$58.6K -326 Closed
RWA
1957
Redmont Wealth Advisors
Illinois
– -$41.5K -231 Closed
CPA
1958
Clear Point Advisors
New York
– -$39.5K -220 Closed
CCM
1959
Chilton Capital Management
Texas
– -$24.1K -134 Closed
MAM
1960
Morse Asset Management
Connecticut
– -$16.2K -90 Closed
NFA
1961
Northwest Financial Advisors
Virginia
– -$15.8K -88 Closed
CPA
1962
Capital Performance Advisors
California
– -$14.3K -79 Closed
GA
1963
GoalVest Advisory
New York
– -$14.2K -79 Closed
HGERS
1964
Householder Group Estate & Retirement Specialist
Arizona
– -$10K -59 Closed
RWM
1965
Reston Wealth Management
Virginia
– -$8.44K -47 Closed
PWA
1966
Provenance Wealth Advisors
Florida
– -$7.54K -42 Closed
SHIM
1967
Stone House Investment Management
Pennsylvania
– -$7.19K -40 Closed
HGA
1968
Hobbs Group Advisors
South Carolina
– -$6.83K -38 Closed
CA
1969
Claris Advisors
Missouri
– -$5.39K -30 Closed
VAMG
1970
Voisard Asset Management Group
Michigan
– -$2.52K -14 Closed
FCAS
1971
First Command Advisory Services
Texas
– -$1.08K -6 Closed
WTFG
1972
Wood Tarver Financial Group
Idaho
– +$408 +2 New
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