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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
576
Manchester Capital Management
Vermont
$67K +$53.9K +384 +1,200%
CAW
577
Cornerstone Advisors (Washington)
Washington
$64K +$18K +128 +47%
CFGS
578
Concourse Financial Group Securities
Alabama
$63K -$4.21K -30 -7%
SFG
579
SevenBridge Financial Group
Pennsylvania
$56K – – –
SWP
580
Strategic Wealth Partners
Ohio
$52K -$41.8K -298 -48%
CCA
581
Catalyst Capital Advisors
New York
$52K +$5.19K +37 +13%
PMFA
582
Plante Moran Financial Advisors
Michigan
$50K – – –
ACA
583
Atlas Capital Advisors
Wyoming
$46.7K – – –
HNB
584
Huntington National Bank
Ohio
$41K – – –
OIA
585
Optimum Investment Advisors
Illinois
$41K – – –
BFEC
586
Benjamin F. Edwards & Company
Missouri
$41K +$982 +7 +3%
PFBT
587
Parkside Financial Bank & Trust
Missouri
$41K +$6.73K +48 +23%
AIM
588
Anchor Investment Management
South Carolina
$40.2K +$14K +100 +67%
CB
589
CNB Bank
Pennsylvania
$36K +$31.6K +225 New
MPWT
590
MassMutual Private Wealth & Trust
Connecticut
$35K +$30.7K +219 New
CIAS
591
Capital Investment Advisory Services
North Carolina
$34K +$9.68K +69 +46%
FHA
592
First Horizon Advisors
Tennessee
$33K – – –
BWM
593
Baystate Wealth Management
Massachusetts
$32K – – –
TRCT
594
Tower Research Capital (TRC)
New York
$31K -$451K -3,218 -94%
QCG
595
Quadrant Capital Group
Ohio
$31K -$77K -549 -72%
CJA
596
C-J Advisory
California
$30K – – –
TCOV
597
Trust Company of Vermont
Vermont
$24K +$12.9K +92 +164%
PFO
598
Pathstone Family Office
New Jersey
$24K +$21K +150 New
NCM
599
Next Capital Management
New York
$23K +$19.9K +142 New
JFGIW
600
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K +$20.3K +145 New
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