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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
626
Old North State Trust
North Carolina
$40K +$40K +255 New
BFEC
627
Benjamin F. Edwards & Company
Missouri
$39K – – –
AS
628
Altshuler Shaham
Israel
$39K +$38.6K +246 New
WAM
629
Wolverine Asset Management
Illinois
$38K +$38.7K +247 New
MCM
630
Manchester Capital Management
Vermont
$36K +$470 +3 +1%
PFWA
631
Paces Ferry Wealth Advisors
Georgia
$36K +$35.4K +226 New
BWM
632
Baystate Wealth Management
Massachusetts
$32K – – –
JWM
633
Jeppson Wealth Management
California
$32K +$31.3K +200 New
SQA
634
Simon Quick Advisors
New Jersey
$31K -$8.62K -55 -22%
TAIM
635
TD Ameritrade Investment Management
Nebraska
$31K +$1.57K +10 +5%
FHC
636
First Horizon Corporation
Tennessee
$31K +$31.5K +201 New
CCA
637
Column Capital Advisors
Indiana
$26K – – –
JCM
638
Jacobi Capital Management
Pennsylvania
$26K – – –
PFBT
639
Parkside Financial Bank & Trust
Missouri
$26K +$2.19K +14 +10%
CI
640
CX Institutional
Indiana
$26K +$4.39K +28 +20%
BAM
641
Barrett Asset Management
New York
$24K – – –
HFM
642
Harvest Fund Management
China
$24K +$24.3K +155 New
FHA
643
Flagship Harbor Advisors
Massachusetts
$23K – – –
GWS
644
Glassman Wealth Services
Virginia
$22K +$8.62K +55 +65%
FWM
645
Focused Wealth Management
New York
$19K – – –
HIA
646
Harbor Investment Advisory
Maryland
$19K – – –
TFS
647
TrustCore Financial Services
Tennessee
$18K -$8.93K -57 -33%
SLF
648
Sun Life Financial
Ontario, Canada
$18K +$940 +6 +6%
OIA
649
Optimum Investment Advisors
Illinois
$17K – – –
BCM
650
Blume Capital Management
California
$16K – – –
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