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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
651
Great Diamond Partners
Maine
$332K -$57.1K -241 -14%
LS
652
Livforsakringsbolaget Skandia
Sweden
$331K – – –
ZB
653
Zions Bancorporation
Utah
$328K -$20.1K -85 -6%
PWS
654
Precision Wealth Strategies
Missouri
$325K -$199K -840 -37%
WPW
655
Waldron Private Wealth
Pennsylvania
$321K +$14K +59 +4%
AWA
656
Arkadios Wealth Advisors
Georgia
$318K +$46.2K +195 +17%
OWA
657
One Wealth Advisors
California
$317K – – –
CWS
658
Cypress Wealth Services
California
$317K +$29.6K +125 +10%
9WM
659
9258 Wealth Management
Ohio
$317K +$53.5K +226 +20%
AAS
660
Avantax Advisory Services
Texas
$315K -$246K -1,039 -43%
CWM
661
Cahaba Wealth Management
Georgia
$314K -$8.05K -34 -2%
IA
662
IFP Advisors
Florida
$310K +$127K +536 +25%
VFA
663
Valeo Financial Advisors
Indiana
$310K +$317K +1,339 New
KFC
664
Klingenstein Fields & Co
New York
$305K – – –
AWP
665
Accretive Wealth Partners
New Jersey
$303K – – –
TFA
666
Tranquilli Financial Advisor
New Jersey
$303K +$26.8K +113 +9%
FM
667
Freemont Management
Switzerland
$303K +$9M +38,000 New
VI
668
Versor Investments
New York
$301K -$33.4K -141 -10%
S
669
Seeyond
France
$301K -$9.47K -40 -3%
GPWA
670
Great Point Wealth Advisors
Massachusetts
$301K – – –
AG
671
AIA Group
Hong Kong
$301K +$73.4K +310 +31%
OWM
672
OneAscent Wealth Management
Alabama
$300K +$307K +1,298 New
CG
673
Caprock Group
Idaho
$298K -$166K -699 -35%
EFSCE
674
Enterprise Financial Services Corp (EFSC)
Missouri
$297K +$13.3K +56 +5%
DAS
675
Dynamic Advisor Solutions
Arizona
$296K -$50.7K -214 -14%
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