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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
576
Kintegral Advisory
New York
$722K – – –
DAS
577
Dynamic Advisor Solutions
Arizona
$717K -$86K -493 -12%
TP
578
Tranquility Partners
Tennessee
$715K -$372K -2,132 -37%
CCM
579
Coldstream Capital Management
Washington
$715K -$67.8K -389 -10%
OWA
580
Outlook Wealth Advisors
Texas
$715K +$9.42K +54 +1%
EWM
581
Empirical Wealth Management
Washington
$711K +$175K +1,004 +38%
VIS
582
Vega Investment Solutions
France
$709K +$7.67K +44 +1%
LWCFA
583
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$707K – – –
CS
584
Cannell & Spears
New York
$699K -$2.5M -14,342 -80%
TWA
585
Tulsa Wealth Advisors
Oklahoma
$698K -$82.5K -473 -12%
C1AG
586
Client 1st Advisory Group
Florida
$693K – – –
MCA
587
Magnolia Capital Advisors
Mississippi
$689K -$41.2K -236 -6%
SC
588
Syon Capital
California
$680K -$2.09K -12 -0.3%
IC
589
Inscription Capital
Texas
$680K +$86.1K +494 +16%
AA
590
ALPS Advisors
Colorado
$679K +$288K +1,652 +89%
BFG
591
Beacon Financial Group
Texas
$674K +$18.1K +104 +3%
PAW
592
Plan A Wealth
Nebraska
$670K +$94.7K +543 +19%
CPCPP
593
Canada Post Corporation Pension Plan
Canada
$666K – – –
PA
594
Parallel Advisors
California
$665K -$6.28K -36 -1%
GI
595
GAMMA Investing
California
$659K +$86.8K +498 +17%
TW
596
Tempo Wealth
Ohio
$657K -$13.1K -75 -2%
TE
597
Tema ETFs
New York
$651K +$50.6K +290 +9%
NAM
598
NorthCrest Asset Manangement
Minnesota
$651K +$226K +1,294 +71%
TAM
599
Trillium Asset Management
Massachusetts
$647K -$151K -868 -21%
RCM
600
Ratan Capital Management
Florida
$646K – – –
22 23
24
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