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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2001
Andina Capital Management
Utah
– -$524K -2,551 Closed
WAM
2002
Weiss Asset Management
Massachusetts
– -$515K -2,505 Closed
ACP
2003
Aveo Capital Partners
Colorado
– -$448K -2,181 Closed
CCG
2004
Catalina Capital Group
California
– -$444K -2,160 Closed
N
2005
Natixis
France
– -$442K -2,152 Closed
WP
2006
WMS Partners
Maryland
– -$390K -1,900 Closed
CFG
2007
CKW Financial Group
Hawaii
– -$349K -1,700 Closed
WG
2008
Winton Group
United Kingdom
– -$336K -1,636 Closed
ODG
2009
O'Dell Group
Ohio
– -$330K -1,608 Closed
PSC
2010
Portman Square Capital
United Kingdom
– -$316K -1,540 Closed
SC
2011
Steph & Co
Wisconsin
– -$307K -1,496 Closed
GCP
2012
GSA Capital Partners
United Kingdom
– -$292K -1,422 Closed
EWS
2013
Eagle Wealth Strategies
New Jersey
– -$290K -1,413 Closed
SFI
2014
SPC Financial Inc
Maryland
– -$283K -1,379 Closed
NL
2015
NWAM LLC
Washington
– -$278K -1,354 Closed
GG
2016
Greenwood Gearhart
Arkansas
– -$244K -1,189 Closed
PRS
2017
Pinkerton Retirement Specialists
Idaho
– -$244K -1,186 Closed
EP
2018
Essential Planning
New Hampshire
– -$238K -1,170 Closed
CGA
2019
Crescent Grove Advisors
Illinois
– -$225K -1,094 Closed
GAM
2020
Groupama Asset Management
France
– -$225K -1,091 Closed
GA
2021
GFS Advisors
Texas
– -$221K -1,078 Closed
SLC
2022
Second Line Capital
Louisiana
– -$212K -1,030 Closed
MFG
2023
Menard Financial Group
Texas
– -$168K -818 Closed
T
2024
TOBAM
France
– -$146K -712 Closed
EBA
2025
Eagle Bay Advisors
New York
– -$126K -613 Closed
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