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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
676
Pinnacle Associates
New York
$330K +$144K +665 +66%
VWA
677
V Wealth Advisors
Kansas
$330K -$292K -1,345 -45%
PGFC
678
Peapack-Gladstone Financial Corp
New Jersey
$328K -$183K -841 -34%
EAMA
679
EFG Asset Management (Americas)
Florida
$328K -$15K -69 -4%
BAM
680
Blueshift Asset Management
New Jersey
$327K +$361K +1,662 New
BS
681
Banco Santander
Spain
$324K -$7.17M -33,037 -95%
ATPW
682
Ashton Thomas Private Wealth
Arizona
$322K -$4.34K -20 -1%
LWM
683
Lyell Wealth Management
California
$321K – – –
AWM
684
Ameliora Wealth Management
Switzerland
$321K – – –
PF
685
Phoenix Financial
Israel
$320K – – –
WPC
686
Wedmont Private Capital
Pennsylvania
$320K +$69K +318 +25%
PWPS
687
Pinnacle Wealth Planning Services
Ohio
$317K -$2.39K -11 -0.7%
HWM
688
HB Wealth Management
Georgia
$312K +$61.4K +283 +22%
BL
689
Balentine LLC
Georgia
$311K +$65.1K +300 +23%
AM
690
AGF Management
Ontario, Canada
$311K +$343K +1,581 New
GIA
691
Gladstone Institutional Advisory
Florida
$310K +$19.3K +89 +6%
FMLI
692
Fukoku Mutual Life Insurance
Japan
$310K – – –
SFI
693
Siemens Fonds Invest
Germany
$310K – – –
DAS
694
Dynamic Advisor Solutions
Arizona
$310K +$62.8K +289 +22%
CFFP
695
Center for Financial Planning
Michigan
$309K +$56K +258 +20%
DTL
696
Dynamic Technology Lab
Singapore
$307K -$533K -2,454 -61%
VA
697
Vident Advisory
Georgia
$307K +$338K +1,558 New
MIM
698
MTM Investment Management
South Carolina
$304K +$3.04K +14 +0.9%
SW
699
SlateStone Wealth
Florida
$303K -$9.77K -45 -3%
BIM
700
Bridges Investment Management
Nebraska
$301K -$373K -1,719 -53%
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