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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
676
Glassman Wealth Services
Virginia
$33K +$7.08K +42 +30%
PFBT
677
Parkside Financial Bank & Trust
Missouri
$31K +$2.19K +13 +8%
IAIM
678
International Assets Investment Management
Florida
$31K +$29.5K +175 New
CCA
679
Column Capital Advisors
Indiana
$30K – – –
JCM
680
Jacobi Capital Management
Pennsylvania
$30K – – –
FGAM
681
Financial Gravity Asset Management
Texas
$29K +$28K +166 New
APP
682
Alpha Paradigm Partners
Illinois
$28K +$26.3K +156 New
TIAM2
683
Tru Independence Asset Management 2
Oregon
$27K +$25.8K +153 New
FCH
684
Freestone Capital Holdings
Washington
$25.1K +$19.5K +116 +483%
ONST
685
Old North State Trust
North Carolina
$24K -$20.2K -120 -47%
PWM
686
Perigon Wealth Management
California
$23K +$21.2K +126 New
MC
687
Maverick Capital
Texas
$23K +$21.7K +129 New
CYG
688
Clean Yield Group
Vermont
$22K +$8.43K +50 +69%
GLLW
689
Graves Light Lenhart Wealth
Virginia
$22K +$21.1K +125 New
HIA
690
Harbor Investment Advisory
Maryland
$21K – – –
TFS
691
TrustCore Financial Services
Tennessee
$21K – – –
HNB
692
Huntington National Bank
Ohio
$21K +$13.1K +78 +195%
FPS
693
Fieldpoint Private Securities
Connecticut
$21K +$19.4K +115 New
OIA
694
Optimum Investment Advisors
Illinois
$20K – – –
SLF
695
Sun Life Financial
Ontario, Canada
$20K – – –
CIA
696
CSat Investment Advisory
Michigan
$19K -$273K -1,621 -94%
CL
697
COWA LLC
Oklahoma
$19K +$17.2K +102 New
BCM
698
Blume Capital Management
California
$18K – – –
SIM
699
Sonora Investment Management
Arizona
$18K – – –
EW
700
Evoke Wealth
California
$17K – – –
26 27
28
29 30