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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
601
Carroll Financial Associates
North Carolina
$57K +$35.2K +241 +187%
OIA
602
Optimum Investment Advisors
Illinois
$56K – – –
ONST
603
Old North State Trust
North Carolina
$54K -$11.8K -81 -19%
JG
604
Jefferies Group
New York
$51K -$4.96M -33,968 -99%
SQA
605
Simon Quick Advisors
New Jersey
$48K +$3.07K +21 +7%
TF
606
TimeScale Financial
Massachusetts
$46K – – –
HH
607
HWG Holdings
Texas
$45K -$122K -837 -74%
ACA
608
Atlas Capital Advisors
Wyoming
$44.8K – – –
BCWM
609
Bartlett & Co Wealth Management
Ohio
$42.3K +$40K +274 New
BFEC
610
Benjamin F. Edwards & Company
Missouri
$39K – – –
AIM
611
Anchor Investment Management
South Carolina
$38.6K – – –
MCM
612
Manchester Capital Management
Vermont
$35K – – –
TAIM
613
TD Ameritrade Investment Management
Nebraska
$35K +$22.8K +156 +223%
EWA
614
Evolution Wealth Advisors
Florida
$34K +$24.4K +167 +304%
CFG
615
Citizens Financial Group
Rhode Island
$34K +$32.4K +222 New
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$33K -$2.34K -16 -7%
PFGIA
617
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$24.4K +167 +380%
OPS
618
Orion Portfolio Solutions
Nebraska
$32K +$30.4K +208 New
BWM
619
Baystate Wealth Management
Massachusetts
$31K – – –
PCM
620
Penserra Capital Management
California
$29K +$10.1K +69 +58%
RWB
621
RMR Wealth Builders
New Jersey
$27K +$25.3K +173 New
CCA
622
Column Capital Advisors
Indiana
$27K +$26.3K +180 New
PFO
623
Pathstone Family Office
New Jersey
$26.9K +$3.5K +24 +16%
PFBT
624
Parkside Financial Bank & Trust
Missouri
$26K -$13K -89 -34%
FHA
625
Flagship Harbor Advisors
Massachusetts
$24K +$4.09K +28 +22%
23 24
25
26 27