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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
676
Allred Capital Management
Texas
$299K -$811 -4 -0.3%
MIM
677
MTM Investment Management
South Carolina
$298K -$11K -54 -4%
AA
678
AlphaQ Advisors
Florida
$297K +$294K +1,451 New
GF
679
Gabelli Funds
New York
$297K +$294K +1,450 New
EFSCE
680
Enterprise Financial Services Corp (EFSC)
Missouri
$296K +$1.82K +9 +0.6%
BBNA
681
Bremer Bank National Association
Minnesota
$280K -$2.23K -11 -0.8%
AWA
682
Arkadios Wealth Advisors
Georgia
$279K +$1.42K +7 +0.5%
ATPW
683
Ashton Thomas Private Wealth
Arizona
$277K -$15.2K -75 -5%
FL
684
Fort LP
Maryland
$276K -$182K -897 -40%
AFM
685
Andesa Financial Management
Pennsylvania
$276K -$152K -748 -36%
VIA
686
Vident Investment Advisory
Georgia
$273K +$270K +1,332 New
GDP
687
Great Diamond Partners
Maine
$273K -$4.67K -23 -2%
FFM
688
Forum Financial Management
Illinois
$272K – – –
KFC
689
Klingenstein Fields & Co
New York
$271K – – –
CWM
690
Cahaba Wealth Management
Georgia
$270K +$3.04K +15 +1%
CFFP
691
Center for Financial Planning
Michigan
$269K +$44.6K +220 +20%
GPWA
692
Great Point Wealth Advisors
Massachusetts
$269K +$1.42K +7 +0.5%
AWP
693
Accretive Wealth Partners
New Jersey
$268K – – –
RFA
694
Resurgent Financial Advisors
Georgia
$267K -$94.1K -464 -26%
PIMJS
695
PKO Investment Management Joint-Stock
Poland
$266K -$203K -1,000 -43%
DAS
696
Dynamic Advisor Solutions
Arizona
$266K -$19.9K -98 -7%
CCIA
697
Campbell & Co Investment Adviser
Maryland
$265K -$757K -3,732 -74%
PWS
698
Precision Wealth Strategies
Missouri
$264K -$2.84K -14 -1%
FPWM
699
FSB Premier Wealth Management
Iowa
$263K +$260K +1,284 New
GIA
700
Gladstone Institutional Advisory
Florida
$261K -$35.9K -177 -12%
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