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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
576
Tranquility Partners
Tennessee
$715K -$372K -2,132 -37%
CCM
577
Coldstream Capital Management
Washington
$715K -$67.8K -389 -10%
OWA
578
Outlook Wealth Advisors
Texas
$715K +$9.42K +54 +1%
EWM
579
Empirical Wealth Management
Washington
$711K +$175K +1,004 +38%
VIS
580
Vega Investment Solutions
France
$709K +$7.67K +44 +1%
LWCFA
581
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$707K – – –
CS
582
Cannell & Spears
New York
$699K -$2.5M -14,342 -80%
TWA
583
Tulsa Wealth Advisors
Oklahoma
$698K -$82.5K -473 -12%
C1AG
584
Client 1st Advisory Group
Florida
$693K – – –
MCA
585
Magnolia Capital Advisors
Mississippi
$689K -$41.2K -236 -6%
SC
586
Syon Capital
California
$680K -$2.09K -12 -0.3%
IC
587
Inscription Capital
Texas
$680K +$86.1K +494 +16%
AA
588
ALPS Advisors
Colorado
$679K +$288K +1,652 +89%
BFG
589
Beacon Financial Group
Texas
$674K +$18.1K +104 +3%
PAW
590
Plan A Wealth
Nebraska
$670K +$94.7K +543 +19%
CPCPP
591
Canada Post Corporation Pension Plan
Canada
$666K – – –
PA
592
Parallel Advisors
California
$665K -$6.28K -36 -1%
GI
593
GAMMA Investing
California
$659K +$86.8K +498 +17%
TW
594
Tempo Wealth
Ohio
$657K -$13.1K -75 -2%
TE
595
Tema ETFs
New York
$651K +$50.6K +290 +9%
NAM
596
NorthCrest Asset Manangement
Minnesota
$651K +$226K +1,294 +71%
TAM
597
Trillium Asset Management
Massachusetts
$647K -$151K -868 -21%
RCM
598
Ratan Capital Management
Florida
$646K – – –
BCM
599
Brookstone Capital Management
Illinois
$639K +$78.3K +449 +16%
WA
600
Waverly Advisors
Alabama
$638K +$46.2K +265 +9%
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