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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1951
Longboard Asset Management
Arizona
– -$295K -1,334 Closed
JSAM
1952
J. Safra Asset Management
New York
– -$293K -1,326 Closed
NI
1953
Natural Investments
California
– -$288K -1,308 Closed
LWM
1954
Laidlaw Wealth Management
New York
– -$286K -1,297 Closed
AHL
1955
Abel Hall LLC
Louisiana
– -$286K -1,293 Closed
LSIA
1956
LaSalle St. Investment Advisors
Illinois
– -$281K -1,273 Closed
PFW
1957
Petros Family Wealth
Minnesota
– -$281K -1,271 Closed
FW
1958
FullCircle Wealth
Texas
– -$223K -1,251 Closed
RFP
1959
Root Financial Partners
California
– -$276K -1,250 Closed
AIA
1960
Affinity Investment Advisors
California
– -$275K -1,247 Closed
AO
1961
Advisor OS
Illinois
– -$272K -1,233 Closed
WMWM
1962
Whitaker-Myers Wealth Managers
Ohio
– -$269K -1,220 Closed
BCM
1963
Birmingham Capital Management
Alabama
– -$268K -1,212 Closed
SIM
1964
Stratos Investment Management
Ohio
– -$262K -1,187 Closed
SMA
1965
Seven Mile Advisory
New Jersey
– -$260K -1,176 Closed
CAS
1966
Coppell Advisory Solutions
Texas
– -$218K -1,175 Closed
FFA
1967
Founders Financial Alliance
North Carolina
– -$258K -1,170 Closed
WB
1968
West Bancorporation
Iowa
– -$258K -1,170 Closed
EI
1969
eCIO Inc
Wisconsin
– -$258K -1,167 Closed
AIP
1970
Arrowpoint Investment Partners
Singapore
– -$256K -1,160 Closed
VWM
1971
Vigilare Wealth Management
Arizona
– -$256K -1,160 Closed
KWMG
1972
King Wealth Management Group
Florida
– -$255K -1,154 Closed
TNB
1973
Thomasville National Bank
Georgia
– -$254K -1,149 Closed
QPWM
1974
Quadrant Private Wealth Management
Pennsylvania
– -$253K -1,146 Closed
AA
1975
Auxano Advisors
Washington
– -$253K -1,144 Closed
77 78
79
80 81