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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
OTL
651
Oak Thistle LLC
New York
$508K +$546K +2,404 New
NW
652
NewEdge Wealth
Pennsylvania
$506K -$13.4K -59 -2%
VA
653
Vident Advisory
Georgia
$506K +$86.8K +382 +19%
PMG
654
ProVise Management Group
Florida
$505K -$25.9K -114 -5%
TSS
655
Two Sigma Securities
New York
$501K +$538K +2,368 New
VAS
656
Vestmark Advisory Solutions
Massachusetts
$495K +$1.14K +5 +0.2%
AGWCA
657
Annis Gardner Whiting Capital Advisors
Florida
$489K +$38.2K +168 +8%
LAM
658
LECAP Asset Management
United Kingdom
$485K -$1.06M -4,650 -67%
PTC
659
Petrus Trust Company
Texas
$483K +$519K +2,285 New
RCA
660
Roberts Capital Advisors
Colorado
$471K – – –
CSPIA
661
Cary Street Partners Investment Advisory
Virginia
$468K +$193K +851 +62%
KHCM
662
Kirtland Hills Capital Management
Ohio
$466K – – –
TAM
663
Trust Asset Management
Texas
$464K – – –
MWM
664
Meridian Wealth Management
Kentucky
$461K +$495K +2,181 New
KCIC
665
Kuhn & Co Investment Counsel
Illinois
$460K – – –
IWC
666
Integrated Wealth Concepts
Massachusetts
$459K -$2.04K -9 -0.4%
SA
667
SpiderRock Advisors
Delaware
$458K +$5.91K +26 +1%
LNWWM
668
Laird Norton Wetherby Wealth Management
California
$457K -$10.9K -48 -2%
RG
669
Rathbones Group
United Kingdom
$457K – – –
SP
670
Symmetry Partners
Connecticut
$454K -$67.7K -298 -12%
AA
671
Advisory Alpha
Michigan
$452K +$149K +656 +44%
FFO
672
Fiduciary Family Office
Florida
$452K -$13.2K -58 -3%
IA
673
Inspire Advisors
Idaho
$451K -$15K -66 -3%
RCG
674
Regatta Capital Group
California
$451K +$1.36K +6 +0.3%
FPWM
675
FSB Premier Wealth Management
Iowa
$450K +$276K +1,214 +133%
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