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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
651
Trust Asset Management
Texas
$431K – – –
AGWCA
652
Annis Gardner Whiting Capital Advisors
Florida
$430K -$10.3K -49 -2%
SB
653
Strategic Blueprint
Georgia
$429K -$104K -491 -18%
HAG
654
HighPoint Advisor Group
Illinois
$428K +$83.3K +395 +23%
MWM
655
Meridian Wealth Management
Kentucky
$428K -$211 -1 -0%
AFM
656
Armstrong Fleming & Moore
District of Columbia
$428K -$88.2K -418 -16%
KCIC
657
Kuhn & Co Investment Counsel
Illinois
$427K – – –
RCG
658
Regatta Capital Group
California
$426K +$20.7K +98 +5%
RG
659
Rathbones Group
United Kingdom
$424K – – –
KHCM
660
Kirtland Hills Capital Management
Ohio
$420K -$14.6K -69 -3%
CC
661
Centiva Capital
New York
$418K -$1.77M -8,382 -80%
MCA
662
MSH Capital Advisors
Arizona
$418K – – –
FFM
663
Forum Financial Management
Illinois
$406K +$151K +718 +53%
LFAS
664
Level Four Advisory Services
Texas
$405K -$3.37K -16 -0.8%
EFM
665
E Fund Management
China
$398K -$457K -2,169 -52%
BOM
666
Bank of Marin
California
$398K -$9.07K -43 -2%
NP
667
NorthRock Partners
Minnesota
$397K +$13.1K +62 +3%
LSAG
668
Lake Street Advisors Group
New Hampshire
$395K -$13.3K -63 -3%
WF
669
Welch & Forbes
Massachusetts
$393K -$2.32K -11 -0.5%
IAA
670
Ironsides Asset Advisors
North Carolina
$393K – – –
SFI
671
Siemens Fonds Invest
Germany
$393K – – –
MAM
672
Milestone Asset Management
Pennsylvania
$393K +$43K +204 +11%
LNWWM
673
Laird Norton Wetherby Wealth Management
California
$392K -$28.7K -136 -6%
FFO
674
Fortitude Family Office
Arizona
$384K -$4.43K -21 -1%
CW
675
Cook Wealth
North Carolina
$383K – – –
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