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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
651
Main Street Research
Connecticut
$445K – – –
OHWP
652
Oak Harbor Wealth Partners
North Carolina
$442K +$407K +1,567 New
HBT
653
Heartland Bank & Trust
Illinois
$440K -$345K -1,328 -46%
AWM
654
Aprio Wealth Management
Georgia
$440K -$13K -50 -3%
AIA
655
Angeles Investment Advisors
California
$434K -$72.9K -281 -15%
CGL
656
Clarius Group LLC
Washington
$431K +$36.1K +139 +10%
CCA
657
Checchi Capital Advisers
California
$429K +$2.85K +11 +0.7%
ZB
658
Zions Bancorporation
Utah
$424K -$24.4K -94 -6%
DAS
659
Dynamic Advisor Solutions
Arizona
$422K +$25.4K +98 +7%
HI
660
Horizon Investments
North Carolina
$421K +$19.2K +74 +5%
NRW
661
Nova R Wealth
Kansas
$418K +$385K +1,483 New
CWM
662
Cahaba Wealth Management
Georgia
$416K -$3.89K -15 -1%
IA
663
Inspire Advisors
Idaho
$416K +$123K +475 +48%
BWP
664
BSW Wealth Partners
Colorado
$413K +$22.6K +87 +6%
VI
665
Versor Investments
New York
$407K +$374K +1,443 New
CIP
666
Convergence Investment Partners
Florida
$405K -$50.1K -193 -12%
LS
667
Livforsakringsbolaget Skandia
Sweden
$404K -$234K -900 -39%
LGA
668
Lebenthal Global Advisors
New York
$396K -$544K -2,096 -60%
IEFM
669
IQ EQ Fund Management
Ireland
$388K – – –
OWA
670
One Wealth Advisors
California
$387K +$65.1K +251 +22%
GIA
671
Gladstone Institutional Advisory
Florida
$385K +$9.6K +37 +3%
PFG
672
PAX Financial Group
Texas
$384K +$353K +1,360 New
TCM
673
Teza Capital Management
Illinois
$384K +$353K +1,360 New
JF
674
Jump Financial
Illinois
$381K -$1.3M -5,006 -79%
CI
675
Conning Inc
Connecticut
$380K -$61K -235 -15%
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