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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
626
Regatta Capital Group
California
$451K +$5.62K +28 +1%
KCM
627
KRS Capital Management
Michigan
$447K – – –
SAM
628
Simplify Asset Management
Nevada
$445K -$1.21M -6,043 -75%
SFA
629
Sequoia Financial Advisors
Ohio
$442K +$74.9K +373 +23%
AA
630
ALPS Advisors
Colorado
$439K +$393K +1,955 New
TSS
631
Two Sigma Securities
New York
$435K +$158K +787 +69%
PWP
632
Principle Wealth Partners
Connecticut
$432K – – –
9WM
633
9258 Wealth Management
Ohio
$424K +$63K +314 +20%
QCM
634
Quantinno Capital Management
New York
$424K +$379K +1,888 New
LFAS
635
Level Four Advisory Services
Texas
$418K -$51.8K -258 -12%
CGL
636
Clarius Group LLC
Washington
$413K +$37.3K +186 +11%
ECG
637
Edge Capital Group
Georgia
$405K -$9.64K -48 -3%
VAS
638
Vestmark Advisory Solutions
Massachusetts
$405K +$35.5K +177 +11%
VFA
639
Valeo Financial Advisors
Indiana
$403K -$47.4K -236 -12%
AAS
640
Avantax Advisory Services
Texas
$401K +$36.3K +181 +11%
EST
641
EA Series Trust
Pennsylvania
$401K +$358K +1,782 New
EF
642
Empowered Funds
Pennsylvania
$401K +$358K +1,782 New
EAMA
643
EFG Asset Management (Americas)
Florida
$390K -$37.9K -189 -10%
ECI
644
EFG Capital International
Florida
$390K +$348K +1,735 New
LJAC
645
L.J. Altfest & Co
New York
$388K -$5.62K -28 -2%
PMG
646
ProVise Management Group
Florida
$378K -$14.5K -72 -4%
ATPW
647
Ashton Thomas Private Wealth
Arizona
$373K +$61.4K +306 +23%
OL
648
Optas LLC
Texas
$368K +$15.7K +78 +5%
MFG
649
MidWestOne Financial Group
Iowa
$367K +$28.9K +144 +10%
LWM
650
Lyell Wealth Management
California
$367K -$411K -2,046 -56%
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