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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
601
Northeast Financial Consultants
Connecticut
$451K – – –
OWA
602
Outlook Wealth Advisors
Texas
$450K +$35.6K +164 +9%
CFM
603
Coronation Fund Managers
South Africa
$447K -$1.05M -4,837 -70%
SCP
604
Stamos Capital Partners
California
$443K – – –
CCA
605
Checchi Capital Advisers
California
$441K +$59.7K +275 +18%
GC
606
Globeflex Capital
California
$440K +$18.5K +85 +4%
KCM
607
KRS Capital Management
Michigan
$437K -$5.43K -25 -1%
WPC
608
Wedmont Private Capital
Pennsylvania
$435K +$90.8K +418 +26%
RCA
609
Roberts Capital Advisors
Colorado
$434K – – –
ACM
610
AlphaCrest Capital Management
New York
$433K -$927K -4,271 -68%
TAM
611
Trust Asset Management
Texas
$433K +$23K +106 +6%
RFA
612
Resurgent Financial Advisors
Georgia
$431K +$27.8K +128 +7%
SFI
613
Siemens Fonds Invest
Germany
$430K -$3.47K -16 -0.8%
IAA
614
Ironsides Asset Advisors
North Carolina
$425K – – –
RCG
615
Regatta Capital Group
California
$421K -$18K -83 -4%
PWP
616
Principle Wealth Partners
Connecticut
$417K – – –
FMAEN1
617
Fund Management at Engine No 1
California
$415K +$64.1K +295 +18%
UCFA
618
United Capital Financial Advisors
Texas
$401K +$31.3K +144 +8%
MNBTD
619
Moody National Bank Trust Division
Texas
$400K +$401K +1,845 New
KOCAA
620
Knights of Columbus Asset Advisors
Connecticut
$398K -$7.82K -36 -2%
FLPIM
621
F.L. Putnam Investment Management
Massachusetts
$395K -$217 -1 -0.1%
II
622
Inspire Investing
Idaho
$394K -$28K -129 -7%
SAM
623
Simplify Asset Management
Nevada
$394K +$78.8K +363 +25%
SP
624
Symmetry Partners
Connecticut
$385K – – –
ARC
625
Advisor Resource Council
Texas
$377K +$378K +1,739 New
23 24
25
26 27