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Fiserv, Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 NICOLE MARTIN Arlington Trust Co LLC | 19 | $1,060 | $1,024.86 | -$35.14 | -3.32% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 5,662 | $946,577.66 | $305,408.28 | -$641,169.38 | -67.74% |
 Jennifer Fanjiang JANA Partners Management, LP | 3.66M | $221.08M | $199.18M | -$21.9M | -9.91% |
 Syon Capital LLC SYON CAPITAL LLC | 6,199 | $411,565.9 | $337,163.61 | -$74,402.29 | -18.08% |
 Kevin Bresler TD Waterhouse Canada Inc. | 75,296 | $5.14M | $4.06M | -$1.08M | -21.03% |
 Brian Glenn Premier Path Wealth Partners, LLC | 10,660 | $1.18M | $575,000.4 | -$608,491.03 | -51.41% |
| AK Alisha Kamadia United Community Bank | 374 | $20,869.19 | $19,283.44 | -$1,585.75 | -7.6% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 17,712 | $2.35M | $955,385.28 | -$1.4M | -59.36% |
 Robert Shea NEOS Investment Management LLC | 88,332 | $12.16M | $4.61M | -$7.55M | -62.07% |
 Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 10,596 | $912,475.3 | $571,548.24 | -$340,927.06 | -37.36% |
 David Vollmer PFS Partners, LLC | 90 | $11,354 | $4,854.6 | -$6,499.4 | -57.24% |
 Benj Foor Frazier Financial Advisors, LLC | 477 | $61,951.51 | $24,990.03 | -$36,961.48 | -59.66% |
 Amir Har-El Savvy Advisors, Inc. | 6,834 | $836,822.3 | $368,625.96 | -$468,196.34 | -55.95% |
 Andrea N. Thompson WEST PACES ADVISORS INC. | 406 | $19,914 | $21,899.64 | $1,985.64 | 9.97% |
 Owen McCabe Tyche Wealth Partners LLC | 6,250 | $306,562 | $338,281.25 | $31,719.25 | 10.35% |
 BRUCE G ALLEN Bruce G. Allen Investments, LLC | 178 | $16,479.57 | $9,601.32 | -$6,878.25 | -41.74% |
 Sarah Schmidt Wellington Wealth Strategies, LLC. | 7,641 | $1.57M | $412,155.54 | -$1.16M | -73.74% |
 Joshua Stipcich Tidemark, LLC | 52 | $6,009.36 | $2,724.28 | -$3,285.08 | -54.67% |
 Rob Dainard Hara Capital LLC | 6,305 | $348,553.72 | $329,247.1 | -$19,306.62 | -5.54% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,201 | $872,593.4 | $268,163.56 | -$604,429.84 | -69.27% |
