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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
651
MUFG Americas
New York
$8K – – –
PMFA
652
Plante Moran Financial Advisors
Michigan
$7K -$38.5K -264 -85%
HNB
653
Huntington National Bank
Ohio
$7K -$30.8K -211 -83%
EW
654
Evoke Wealth
California
$6.64K -$2.92K -20 -32%
GWS
655
Glassman Wealth Services
Virginia
$6K -$438 -3 -7%
AF
656
Advisornet Financial
Minnesota
$6K – – –
RFM
657
Royal Fund Management
Florida
$6K – – –
WPA
658
West Paces Advisors
Georgia
$5.72K – – –
WB
659
Webster Bank
Connecticut
$5K -$7.88K -54 -63%
BL
660
Balentine LLC
Georgia
$5K -$1.46K -10 -25%
FRA
661
Front Row Advisors
California
$5K – – –
TIM
662
Tortoise Investment Management
New York
$5K – – –
CCM
663
Covington Capital Management
California
$5K +$4.82K +33 New
LWA
664
Lowe Wealth Advisors
Maryland
$4K – – –
OAM
665
Oppenheimer Asset Management
New York
$4K – – –
RIA
666
Realta Investment Advisors
Delaware
$4K – – –
EWP
667
Engrave Wealth Partners
Texas
$4K +$4.23K +29 New
KFS
668
Kelly Financial Services
Massachusetts
$3.4K – – –
BHWM
669
Bay Harbor Wealth Management
Maryland
$3K – – –
SCA
670
Stonebridge Capital Advisors
Minnesota
$3K +$2.92K +20 New
TWA
671
TCI Wealth Advisors
Arizona
$3K +$2.92K +20 New
CMA
672
Cedar Mountain Advisors
Oregon
$3K +$3.07K +21 New
DI
673
Disciplined Investments
Oklahoma
$3K +$3.07K +21 New
LWM
674
Lionsbridge Wealth Management
Florida
$3K +$3.5K +24 New
WQ
675
Wealth Quarterback
New Jersey
$2.63K +$2.48K +17 New
25 26
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