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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
576
Welch & Forbes
Massachusetts
$604K – – –
AFM
577
Armstrong Fleming & Moore
District of Columbia
$600K -$10.7K -52 -2%
NIM
578
NEOS Investment Management
Connecticut
$599K +$221K +1,074 +71%
PTP
579
Platform Technology Partners
New York
$595K – – –
FA
580
FDx Advisors
Illinois
$579K +$66.5K +324 +15%
PWM
581
Power Wealth Management
Georgia
$578K +$513K +2,497 New
HI
582
Horizon Investments
North Carolina
$578K +$7.6K +37 +2%
S
583
SignatureFD
Georgia
$577K +$58.9K +287 +13%
QI
584
Qtron Investments
Massachusetts
$573K +$508K +2,476 New
JRP
585
Jasper Ridge Partners
California
$569K – – –
MCA
586
Magnolia Capital Advisors
Mississippi
$568K -$19.5K -95 -4%
GS
587
GTS Securities
Florida
$566K -$387K -1,885 -44%
MWM
588
Meridian Wealth Management
Kentucky
$566K +$2.67K +13 +0.5%
P
589
Pitcairn
Pennsylvania
$566K -$205 -1 -0%
SCA
590
Snowden Capital Advisors
New York
$553K -$68.4K -333 -12%
JDR
591
Jay D. Rosenbaum
$550K -$456K -2,220 -48%
MC
592
Maverick Capital
Texas
$547K +$177K +861 +57%
NW
593
NewEdge Wealth
Pennsylvania
$543K +$482K +2,346 New
VAS
594
Vestmark Advisory Solutions
Massachusetts
$542K +$481K +2,341 New
WPW
595
Waldron Private Wealth
Pennsylvania
$541K -$4.52K -22 -0.9%
PMG
596
ProVise Management Group
Florida
$536K -$23.4K -114 -5%
GLR
597
Great Lakes Retirement
Ohio
$534K +$23.6K +115 +5%
PCMH
598
Polymer Capital Management (HK)
Hong Kong
$532K +$472K +2,300 New
BWG
599
Berry Wealth Group
Texas
$531K +$472K +2,297 New
AA
600
ALPS Advisors
Colorado
$527K – – –
22 23
24
25 26