We are live on ! Find out more
IQV icon

IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
601
GAMMA Investing
California
$849K +$76.4K +351 +10%
OWA
602
Outlook Wealth Advisors
Texas
$847K +$92.9K +427 +13%
IWAO
603
Independence Wealth Advisors (Ohio)
Ohio
$841K +$812K +3,733 New
IFU
604
iSAM Funds (UK)
United Kingdom
$839K +$810K +3,721 New
PA
605
Parallel Advisors
California
$827K -$22.8K -105 -3%
EWA
606
EverSource Wealth Advisors
Alabama
$811K +$121K +558 +18%
S
607
SignatureFD
Georgia
$794K +$43.5K +200 +6%
MG
608
Marex Group
$789K +$762K +3,501 New
VDC
609
Van Diest Capital
Iowa
$788K +$760K +3,494 New
TW
610
Tempo Wealth
Ohio
$784K +$757K +3,477 New
IIM
611
INTECH Investment Management
Florida
$783K -$121K -557 -14%
HAG
612
HighPoint Advisor Group
Illinois
$777K +$250K +1,147 +50%
WTC
613
WhitTier Trust Company
Nevada
$774K -$493K -2,265 -41%
JSAM
614
J. Safra Asset Management
New York
$766K +$284K +1,306 +62%
N
615
Numerai
California
$759K -$695K -3,196 -49%
NWMG
616
National Wealth Management Group
Ohio
$755K +$729K +3,349 New
RCM
617
Ratan Capital Management
Florida
$753K – – –
SIC
618
Sterling Investment Counsel
New York
$752K -$18.3K -84 -2%
BFG
619
Beacon Financial Group
Texas
$749K +$9.79K +45 +1%
VC
620
Veracity Capital
Georgia
$737K -$145K -667 -17%
AFCM
621
Applied Finance Capital Management
Puerto Rico
$735K -$40.5K -186 -5%
CCM
622
Corsair Capital Management
New York
$731K -$188K -862 -21%
CP
623
Camelot Portfolios
Ohio
$727K -$36.6K -168 -5%
OIAM
624
OFI Invest Asset Management
France
$726K +$736K +3,381 New
HA
625
Herold Advisors
New York
$721K -$109K -500 -14%
23 24
25
26 27