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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
526
L & S Advisors
California
$829K -$163K -761 -15%
BFG
527
Beacon Financial Group
Texas
$824K -$177K -830 -17%
HFS
528
Hantz Financial Services
Michigan
$823K +$339K +1,585 +62%
FT
529
Fiduciary Trust
Massachusetts
$822K +$6.2K +29 +0.7%
WEG
530
World Equity Group
Illinois
$822K -$652K -3,049 -54%
SIC
531
Salem Investment Counselors
North Carolina
$821K -$105K -489 -11%
GT
532
Glenmede Trust
Pennsylvania
$810K -$1.67M -7,818 -66%
UCB
533
United Community Bank
South Carolina
$808K – – –
SXL
534
Summit X LLC
Missouri
$787K -$16K -75 -2%
BMCM
535
Burns Matteson Capital Management
New York
$783K +$6.2K +29 +0.7%
FCM
536
Fairbanks Capital Management
California
$780K +$839K +3,924 New
TMAM
537
Tokio Marine Asset Management
Japan
$776K +$134K +625 +19%
CA
538
Continuum Advisory
Idaho
$764K +$1.07K +5 +0.1%
MCC
539
Money Concepts Capital
Florida
$759K -$27.1K -127 -3%
TRCT
540
Tower Research Capital (TRC)
New York
$754K -$778K -3,639 -49%
SIA
541
Strategic Investment Advisors
Michigan
$747K +$803K +3,756 New
TI
542
Tidal Investments
Wisconsin
$744K +$49.6K +232 +7%
API
543
Advisor Partners II
California
$743K +$22.4K +105 +3%
LOIM
544
Liberty One Investment Management
Illinois
$741K -$6.2K -29 -0.8%
BFO
545
Biltmore Family Office
North Carolina
$737K – – –
HI
546
Humankind Investments
New York
$735K -$18K -84 -2%
DCM
547
Dimension Capital Management
Florida
$733K – – –
LWM
548
Lyell Wealth Management
California
$731K -$37.4K -175 -5%
BA
549
Bridgewater Associates
Connecticut
$728K +$94.9K +444 +14%
KFA
550
Kelleher Financial Advisors
New York
$726K +$85.5K +400 +12%
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