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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
576
HB Wealth Management
Georgia
$665K +$156K +857 +32%
PIMJS
577
PKO Investment Management Joint-Stock
Poland
$665K -$818K -4,500 -56%
IA
578
Inspire Advisors
Idaho
$657K +$55.6K +306 +10%
AFCM
579
Applied Finance Capital Management
Puerto Rico
$655K -$187K -1,029 -23%
FHC
580
First Horizon Corporation
Tennessee
$653K +$626K +3,440 New
SIC
581
Sterling Investment Counsel
New York
$649K +$622K +3,419 New
GI
582
GAMMA Investing
California
$648K +$226K +1,244 +57%
DAS
583
Dynamic Advisor Solutions
Arizona
$648K +$30.2K +166 +5%
CP
584
Camelot Portfolios
Ohio
$645K -$21.1K -116 -3%
RCM
585
Ratan Capital Management
Florida
$635K – – –
CG
586
Caprock Group
Idaho
$633K +$604K +3,319 New
OWA
587
Outlook Wealth Advisors
Texas
$633K -$4.36K -24 -0.7%
S
588
SignatureFD
Georgia
$631K +$71.6K +394 +13%
BFG
589
Beacon Financial Group
Texas
$623K +$31.8K +175 +6%
MSE
590
MUFG Securities EMEA
United Kingdom
$618K +$503K +2,768 +570%
RCM
591
Raleigh Capital Management
North Carolina
$608K -$27.1K -149 -4%
EI
592
Ellevest Inc
New York
$586K +$209K +1,151 +60%
SIA
593
Strategic Investment Advisors
Michigan
$584K -$35.5K -195 -6%
HKIMG
594
Hutchens & Kramer Investment Management Group
Indiana
$583K -$14.9K -82 -3%
OPWM
595
Oregon Pacific Wealth Management
Oregon
$583K -$7.46K -41 -1%
FAM
596
Fairtree Asset Management
South Africa
$578K -$395K -2,174 -42%
EWA
597
EverSource Wealth Advisors
Alabama
$578K +$24.4K +134 +5%
GIC
598
Generali Investments CEE
Czech Republic
$570K +$546K +3,000 New
SCI
599
S&CO Inc
Massachusetts
$569K – – –
TPCW
600
TD Private Client Wealth
New York
$558K +$510K +2,802 +2,060%
22 23
24
25 26