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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Angeles Wealth Management
California
$301K -$10.5K -52 -3%
ACM
677
Allred Capital Management
Texas
$299K -$811 -4 -0.3%
MIM
678
MTM Investment Management
South Carolina
$298K -$11K -54 -4%
AA
679
AlphaQ Advisors
Florida
$297K +$294K +1,451 New
GF
680
Gabelli Funds
New York
$297K +$294K +1,450 New
EFSCE
681
Enterprise Financial Services Corp (EFSC)
Missouri
$296K +$1.82K +9 +0.6%
BBNA
682
Bremer Bank National Association
Minnesota
$280K -$2.23K -11 -0.8%
AWA
683
Arkadios Wealth Advisors
Georgia
$279K +$1.42K +7 +0.5%
ATPW
684
Ashton Thomas Private Wealth
Arizona
$277K -$15.2K -75 -5%
FL
685
Fort LP
Maryland
$276K -$182K -897 -40%
AFM
686
Andesa Financial Management
Pennsylvania
$276K -$152K -748 -36%
VIA
687
Vident Investment Advisory
Georgia
$273K +$270K +1,332 New
GDP
688
Great Diamond Partners
Maine
$273K -$4.67K -23 -2%
FFM
689
Forum Financial Management
Illinois
$272K – – –
KFC
690
Klingenstein Fields & Co
New York
$271K – – –
CWM
691
Cahaba Wealth Management
Georgia
$270K +$3.04K +15 +1%
CFFP
692
Center for Financial Planning
Michigan
$269K +$44.6K +220 +20%
GPWA
693
Great Point Wealth Advisors
Massachusetts
$269K +$1.42K +7 +0.5%
AWP
694
Accretive Wealth Partners
New Jersey
$268K – – –
RFA
695
Resurgent Financial Advisors
Georgia
$267K -$94.1K -464 -26%
PIMJS
696
PKO Investment Management Joint-Stock
Poland
$266K -$203K -1,000 -43%
DAS
697
Dynamic Advisor Solutions
Arizona
$266K -$19.9K -98 -7%
CCIA
698
Campbell & Co Investment Adviser
Maryland
$265K -$757K -3,732 -74%
PWS
699
Precision Wealth Strategies
Missouri
$264K -$2.84K -14 -1%
FPWM
700
FSB Premier Wealth Management
Iowa
$263K +$260K +1,284 New
26 27
28
29 30