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IQVIA
IQV

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