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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
S
601
SignatureFD
Georgia
$669K +$36.2K +155 +6%
OWA
602
Outlook Wealth Advisors
Texas
$666K -$40.4K -173 -6%
AFM
603
Armstrong Fleming & Moore
District of Columbia
$656K – – –
P
604
Pitcairn
Pennsylvania
$656K +$34.6K +148 +6%
A
605
Allianz
Germany
$644K +$595K +2,547 New
MCA
606
Magnolia Capital Advisors
Mississippi
$643K +$46.7K +200 +8%
NFC
607
Northeast Financial Consultants
Connecticut
$642K -$243K -1,040 -29%
EF
608
Empowered Funds
Pennsylvania
$635K +$154K +658 +35%
PMG
609
ProVise Management Group
Florida
$633K +$43.4K +186 +8%
HI
610
Horizon Investments
North Carolina
$630K -$1.4K -6 -0.2%
QI
611
Qtron Investments
Massachusetts
$626K – – –
JRP
612
Jasper Ridge Partners
California
$622K – – –
SP
613
Symmetry Partners
Connecticut
$618K +$46.9K +201 +9%
GLR
614
Great Lakes Retirement
Ohio
$605K +$19.6K +84 +4%
HWM
615
HB Wealth Management
Georgia
$604K +$43.7K +187 +8%
PCIG
616
Partners Capital Investment Group
Massachusetts
$600K -$679K -2,909 -55%
WPW
617
Waldron Private Wealth
Pennsylvania
$593K +$2.1K +9 +0.4%
VAS
618
Vestmark Advisory Solutions
Massachusetts
$591K -$1.17K -5 -0.2%
BFEC
619
Benjamin F. Edwards & Company
Missouri
$590K +$28.7K +123 +6%
ZIC
620
ZWJ Investment Counsel
Georgia
$570K +$526K +2,254 New
LNWWM
621
Laird Norton Wetherby Wealth Management
California
$558K -$467 -2 -0.1%
IA
622
Inspire Advisors
Idaho
$556K +$54.4K +233 +12%
SSA
623
Schonfeld Strategic Advisors
New York
$556K +$513K +2,198 New
TAM
624
Trust Asset Management
Texas
$555K – – –
FFO
625
Fiduciary Family Office
Florida
$555K +$230K +984 +81%
23 24
25
26 27