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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
601
Baldwin Investment Management
Pennsylvania
$691K – – –
GTAM
602
Global Trust Asset Management
Florida
$683K – – –
UCFA
603
United Capital Financial Advisors
Texas
$682K -$54.5K -240 -7%
QT
604
Quantbot Technologies
New York
$679K +$729K +3,210 New
BRWA
605
B. Riley Wealth Advisors
Florida
$675K -$85K -374 -10%
GT
606
Greenleaf Trust
Michigan
$671K -$8.41K -37 -1%
LOIM
607
Liberty One Investment Management
Illinois
$665K -$36.8K -162 -5%
HI
608
Humankind Investments
New York
$663K +$461K +2,030 +184%
PCMH
609
Polymer Capital Management (HK)
Hong Kong
$663K +$258K +1,135 +57%
GVAG
610
Great Valley Advisor Group
Delaware
$654K -$70K -308 -9%
OHWP
611
Oak Harbor Wealth Partners
North Carolina
$645K +$7.95K +35 +1%
FHB
612
First Hawaiian Bank
Hawaii
$644K -$691K -3,040 -50%
CCM
613
Coldstream Capital Management
Washington
$643K -$164K -724 -19%
BFA
614
Brown Financial Advisors
Ohio
$642K +$690K +3,036 New
CF
615
Centaurus Financial
California
$639K +$306K +1,349 +81%
FG
616
Formula Growth
Quebec, Canada
$636K -$20.4K -90 -3%
SIA
617
Strategic Investment Advisors
Michigan
$636K -$10.2K -45 -1%
AC
618
Aristeia Capital
Connecticut
$635K +$682K +3,001 New
BCM
619
Bridgeway Capital Management
Texas
$634K -$2M -8,800 -75%
PIMJS
620
PKO Investment Management Joint-Stock
Poland
$634K +$682K +3,000 New
SCI
621
S&CO Inc
Massachusetts
$634K – – –
GM
622
GeoWealth Management
Illinois
$628K +$283K +1,244 +72%
9WM
623
9258 Wealth Management
Ohio
$627K +$41.1K +181 +7%
SB
624
Strategic Blueprint
Georgia
$607K -$112K -493 -15%
BCM
625
Brookstone Capital Management
Illinois
$604K -$47.9K -211 -7%
23 24
25
26 27