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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
626
Integrated Wealth Concepts
Massachusetts
$551K +$3.27K +14 +0.6%
KCIC
627
Kuhn & Co Investment Counsel
Illinois
$550K – – –
RG
628
Rathbones Group
United Kingdom
$546K – – –
CCIA
629
Campbell & Co Investment Adviser
Maryland
$546K +$201K +863 +67%
CG
630
Caprock Group
Idaho
$546K +$217K +931 +76%
NW
631
NewEdge Wealth
Pennsylvania
$545K +$24.7K +106 +5%
SA
632
SpiderRock Advisors
Delaware
$543K +$500K +2,140 New
AGWCA
633
Annis Gardner Whiting Capital Advisors
Florida
$542K +$54.9K +235 +12%
RCG
634
Regatta Capital Group
California
$538K +$14.5K +62 +3%
JGUA
635
John G. Ullman & Associates
New York
$531K – – –
BB
636
Busey Bank
Illinois
$530K +$3.5K +15 +0.7%
BOM
637
Bank of Marin
California
$524K -$187K -802 -28%
MCA
638
MSH Capital Advisors
Arizona
$522K +$1.17K +5 +0.2%
WF
639
Welch & Forbes
Massachusetts
$511K -$138K -592 -23%
VA
640
Vident Advisory
Georgia
$508K +$84.5K +362 +22%
RFC
641
Regions Financial Corp
Alabama
$508K +$23.3K +100 +5%
PCMH
642
Polymer Capital Management (HK)
Hong Kong
$506K -$70K -300 -13%
FI
643
Fosun International
China
$506K – – –
IAA
644
Ironsides Asset Advisors
North Carolina
$506K +$44.4K +190 +10%
VFA
645
Valeo Financial Advisors
Indiana
$503K -$171K -731 -26%
KHCM
646
Kirtland Hills Capital Management
Ohio
$502K +$515K +2,206 New
ZIM
647
Zacks Investment Management
Illinois
$500K -$5.14K -22 -1%
AIP
648
Ameritas Investment Partners
Nebraska
$499K -$14.2K -61 -3%
WI
649
Wintrust Investments
Illinois
$499K +$23.3K +100 +5%
PI
650
PEAK6 Investments
Illinois
$498K -$2.14M -9,170 -82%
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