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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
576
Magnolia Capital Advisors
Mississippi
$617K +$201 +1 +0%
BCM
577
Brookstone Capital Management
Illinois
$616K -$91.4K -455 -14%
SB
578
Strategic Blueprint
Georgia
$607K +$54.8K +273 +11%
PTP
579
Platform Technology Partners
New York
$606K +$402 +2 +0.1%
LNWWM
580
Laird Norton Wetherby Wealth Management
California
$597K -$1.21K -6 -0.2%
APC
581
Aspire Private Capital
North Carolina
$596K +$1.21K +6 +0.2%
AFM
582
Armstrong Fleming & Moore
District of Columbia
$595K +$531K +2,647 New
BO
583
Bank OZK
Arkansas
$593K -$561K -2,796 -51%
WF
584
Welch & Forbes
Massachusetts
$592K +$6.63K +33 +1%
PSP
585
Principal Street Partners
Tennessee
$590K +$33.7K +168 +7%
CA
586
Cetera Advisors
Colorado
$589K -$87.3K -435 -14%
HFS
587
Hantz Financial Services
Michigan
$571K -$321K -1,599 -39%
UH
588
Unigestion Holding
Switzerland
$569K -$84.5K -421 -14%
UCFA
589
United Capital Financial Advisors
Texas
$567K -$62.8K -313 -11%
PGFC
590
Peapack-Gladstone Financial Corp
New Jersey
$564K +$504K +2,509 New
MWM
591
Meridian Wealth Management
Kentucky
$556K -$803 -4 -0.2%
C1AG
592
Client 1st Advisory Group
Florida
$555K -$208K -1,036 -30%
HI
593
Horizon Investments
North Carolina
$553K +$43.6K +217 +10%
JRP
594
Jasper Ridge Partners
California
$553K – – –
SOS
595
Silver Oak Securities
Tennessee
$552K +$493K +2,457 New
IWC
596
Integrated Wealth Concepts
Massachusetts
$546K -$10.6K -53 -2%
FMAEN1
597
Fund Management at Engine No 1
California
$543K +$33.3K +166 +7%
LWP
598
Lumature Wealth Partners
Georgia
$527K +$40.4K +201 +9%
P
599
Pitcairn
Pennsylvania
$524K +$803 +4 +0.2%
MOS
600
MGO One Seven
Ohio
$524K +$22.7K +113 +5%
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