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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
676
Centaurus Financial
California
$423K +$220K +943 +129%
MG
677
Marex Group
$422K – – –
DL
678
DOHJ LLC
Washington
$422K -$562K -2,407 -59%
VSQM
679
V-Square Quantitative Management
Illinois
$419K +$172K +738 +80%
BS
680
Banco Santander
Spain
$419K +$387K +1,657 New
EI
681
Ellevest Inc
New York
$418K +$386K +1,652 New
WPC
682
Wedmont Private Capital
Pennsylvania
$416K +$43.9K +188 +12%
CCB
683
Cutter & Co Brokerage
Missouri
$414K -$26.8K -115 -7%
LWM
684
Lyell Wealth Management
California
$412K – – –
DCM
685
Driehaus Capital Management
Illinois
$408K +$376K +1,612 New
CFFP
686
Center for Financial Planning
Michigan
$406K +$7.94K +34 +2%
FMLI
687
Fukoku Mutual Life Insurance
Japan
$398K – – –
MWM
688
Mission Wealth Management
California
$397K +$3.04K +13 +0.8%
CCA
689
Checchi Capital Advisers
California
$397K +$32.9K +141 +10%
QCM
690
Qsemble Capital Management
New York
$395K -$291K -1,245 -44%
GIA
691
Gladstone Institutional Advisory
Florida
$395K -$25K -107 -6%
RFA
692
Resurgent Financial Advisors
Georgia
$394K +$303K +1,299 +500%
HAG
693
HighPoint Advisor Group
Illinois
$391K +$19.6K +84 +5%
MIM
694
MTM Investment Management
South Carolina
$391K – – –
GWA
695
Gratus Wealth Advisors
Virginia
$389K – – –
STA
696
Summit Trail Advisors
New York
$389K +$109K +469 +44%
KPWS
697
Kestra Private Wealth Services
Texas
$386K +$11.9K +51 +3%
AWM
698
Angeles Wealth Management
California
$386K +$18.2K +78 +5%
FFM
699
Fullerton Fund Management
Singapore
$379K +$350K +1,498 New
MS
700
Maven Securities
Jersey
$377K +$348K +1,492 New
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