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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
N
2001
Natixis
France
– -$442K -2,152 Closed
WP
2002
WMS Partners
Maryland
– -$390K -1,900 Closed
CFG
2003
CKW Financial Group
Hawaii
– -$349K -1,700 Closed
WG
2004
Winton Group
United Kingdom
– -$336K -1,636 Closed
ODG
2005
O'Dell Group
Ohio
– -$330K -1,608 Closed
PSC
2006
Portman Square Capital
United Kingdom
– -$316K -1,540 Closed
SC
2007
Steph & Co
Wisconsin
– -$307K -1,496 Closed
GCP
2008
GSA Capital Partners
United Kingdom
– -$292K -1,422 Closed
EWS
2009
Eagle Wealth Strategies
New Jersey
– -$290K -1,413 Closed
SFI
2010
SPC Financial Inc
Maryland
– -$283K -1,379 Closed
NL
2011
NWAM LLC
Washington
– -$278K -1,354 Closed
GG
2012
Greenwood Gearhart
Arkansas
– -$244K -1,189 Closed
PRS
2013
Pinkerton Retirement Specialists
Idaho
– -$244K -1,186 Closed
EP
2014
Essential Planning
New Hampshire
– -$238K -1,170 Closed
CGA
2015
Crescent Grove Advisors
Illinois
– -$225K -1,094 Closed
GAM
2016
Groupama Asset Management
France
– -$225K -1,091 Closed
GA
2017
GFS Advisors
Texas
– -$221K -1,078 Closed
SLC
2018
Second Line Capital
Louisiana
– -$212K -1,030 Closed
MFG
2019
Menard Financial Group
Texas
– -$168K -818 Closed
T
2020
TOBAM
France
– -$146K -712 Closed
EBA
2021
Eagle Bay Advisors
New York
– -$126K -613 Closed
EFP
2022
EnRich Financial Partners
Wisconsin
– -$82.6K -402 Closed
MFG
2023
Mendota Financial Group
Wisconsin
– -$45.4K -221 Closed
QL
2024
Quarry LP
New York
– -$42.1K -205 Closed
EWP
2025
Elevation Wealth Partners
California
– -$41.1K -200 Closed
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