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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
501
Exchange Traded Concepts
Oklahoma
$974K +$124K +821 +15%
SWP
502
Sagespring Wealth Partners
Tennessee
$957K +$32.2K +214 +4%
PAG
503
Private Advisor Group
New Jersey
$955K +$93.9K +624 +11%
CA
504
Clearstead Advisors
Ohio
$952K -$855K -5,681 -48%
BC
505
Bowman & Company
Wisconsin
$949K +$106K +703 +13%
TMAM
506
Tokio Marine Asset Management
Japan
$949K +$77.4K +514 +9%
PAS
507
Park Avenue Securities
New York
$940K +$81K +538 +10%
PGCM
508
Prescott Group Capital Management
Oklahoma
$930K – – –
SFA
509
Sequoia Financial Advisors
Ohio
$923K -$57.1K -379 -6%
BJL
510
Brighton Jones LLC
Washington
$916K +$328K +2,179 +60%
FPAS
511
Focus Partners Advisor Solutions
Missouri
$891K +$540K +3,585 +173%
VC
512
Veracity Capital
Georgia
$885K +$649K +4,310 +330%
SP
513
Stablepoint Partners
Massachusetts
$876K -$60.7K -403 -7%
KOC
514
Koss-Olinger Consulting
Florida
$874K +$452 +3 +0.1%
CC
515
Chicago Capital
Illinois
$872K +$833K +5,534 New
KAS
516
Kestra Advisory Services
Texas
$872K +$61.1K +406 +8%
PA
517
Parallel Advisors
California
$870K -$505K -3,354 -38%
FHA
518
Flagship Harbor Advisors
Massachusetts
$867K +$551K +3,662 +199%
TS
519
Triglav Skladi
Slovenia
$867K – – –
EF
520
Empowered Funds
Pennsylvania
$854K -$648K -4,306 -44%
MCC
521
Malaga Cove Capital
California
$852K +$252K +1,676 +45%
HHRDM
522
H&H Retirement Design & Management
Nevada
$850K +$197K +1,307 +32%
HI
523
Humankind Investments
New York
$838K +$159K +1,058 +25%
NSLI
524
Nan Shan Life Insurance
Taiwan
$837K -$18.1K -120 -2%
NMIMC
525
Northwestern Mutual Investment Management Company
Wisconsin
$826K -$11.9K -79 -1%
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