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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
676
Independent Advisor Alliance
North Carolina
$254K -$4.85K -21 -2%
BPB
677
Badgley, Phelps & Bell
Washington
$254K – – –
FIM
678
Freedom Investment Management
Connecticut
$252K +$240K +1,039 New
OPOWM
679
One Plus One Wealth Management
Florida
$249K +$237K +1,026 New
GIA
680
Gladstone Institutional Advisory
Florida
$246K +$234K +1,015 New
VVP
681
Venture Visionary Partners
Ohio
$246K +$235K +1,019 New
AIM
682
Axiom Investment Management
New York
$243K +$234K +1,013 New
RHBC
683
R.H. Bluestein & Co
Michigan
$242K -$139K -600 -38%
FMLI
684
Fukoku Mutual Life Insurance
Japan
$242K – – –
PNAA
685
Pictet North America Advisors
Switzerland
$241K +$229K +993 New
AFAS
686
Acorn Financial Advisory Services
Virginia
$239K +$227K +985 New
EFSCE
687
Enterprise Financial Services Corp (EFSC)
Missouri
$238K +$204K +884 +911%
PCP
688
Proficio Capital Partners
Massachusetts
$238K +$227K +981 New
RC
689
RegentAtlantic Capital
New Jersey
$238K +$227K +983 New
BFG
690
Berger Financial Group
Minnesota
$234K +$223K +965 New
WP
691
WealthSource Partners
California
$232K -$54K -234 -20%
PWS
692
Precision Wealth Strategies
Missouri
$231K +$220K +952 New
PWA
693
Phoenix Wealth Advisors
North Carolina
$227K – – –
CAG
694
Csenge Advisory Group
Florida
$227K +$212K +920 New
EP
695
Eudaimonia Partners
Tennessee
$226K +$202K +875 +1,563%
GA
696
Geller Advisors
New York
$223K +$213K +922 New
CF
697
Centaurus Financial
California
$218K +$34.6K +150 +20%
MAG
698
MRA Advisory Group
New Jersey
$218K +$208K +901 New
IWM
699
IHT Wealth Management
Illinois
$217K +$206K +894 New
HSA
700
HBK Sorce Advisory
Pennsylvania
$217K +$207K +896 New
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