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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
601
Diversified Trust
Tennessee
$574K -$16.7K -79 -3%
ECM
602
Everence Capital Management
Indiana
$574K -$586K -2,778 -49%
GM
603
GeoWealth Management
Illinois
$572K -$127K -604 -17%
CPCPP
604
Canada Post Corporation Pension Plan
Canada
$572K +$614K +2,910 New
S
605
SignatureFD
Georgia
$569K +$73K +346 +14%
BIM
606
Baldwin Investment Management
Pennsylvania
$563K -$144K -683 -19%
CFG
607
Citizens Financial Group
Rhode Island
$554K +$75.3K +357 +14%
VA
608
Vident Advisory
Georgia
$551K -$8.01K -38 -1%
AWM
609
AE Wealth Management
Kansas
$550K -$2.65M -12,544 -82%
MYAM
610
Meiji Yasuda Asset Management
Japan
$548K -$1.97M -9,354 -77%
UCFA
611
United Capital Financial Advisors
Texas
$547K -$164K -777 -22%
IWC
612
Integrated Wealth Concepts
Massachusetts
$543K +$119K +566 +26%
FRM
613
Fox Run Management
Connecticut
$541K +$581K +2,753 New
CG
614
Caprock Group
Idaho
$534K -$60.7K -288 -10%
BCM
615
Brookstone Capital Management
Illinois
$521K +$6.75K +32 +1%
PSP
616
Principal Street Partners
Tennessee
$520K – – –
UH
617
Unigestion Holding
Switzerland
$519K +$93.6K +444 +20%
KFA
618
Kelleher Financial Advisors
New York
$516K -$210K -997 -28%
I
619
InceptionR
California
$513K +$550K +2,610 New
FB
620
Fulton Bank
Pennsylvania
$512K -$499K -2,364 -48%
AF
621
Abound Financial
California
$512K +$549K +2,605 New
IA
622
Inspire Advisors
Idaho
$508K +$49.8K +236 +10%
MWP
623
Meriwether Wealth & Planning
Louisiana
$505K +$542K +2,568 New
GLA
624
Great Lakes Advisors
Illinois
$503K -$34K -161 -6%
FAM
625
Fairtree Asset Management
South Africa
$503K +$540K +2,559 New
23 24
25
26 27