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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Aprio Wealth Management
Georgia
$355K -$364 -2 -0.1%
EC
677
EntryPoint Capital
New York
$353K +$26.4K +145 +8%
FFM
678
Forum Financial Management
Illinois
$352K +$55.1K +303 +20%
VT
679
Vise Technologies
New York
$352K +$7.09K +39 +2%
HWA
680
Heartwood Wealth Advisors
Virginia
$350K -$364 -2 -0.1%
MCA
681
MSH Capital Advisors
Arizona
$348K – – –
BWS
682
Broadway Wealth Solutions
Texas
$344K -$24.4K -134 -7%
TFA
683
Tranquilli Financial Advisor
New Jersey
$344K -$6K -33 -2%
JTWM
684
Jackson Thornton Wealth Management
Alabama
$343K +$311K +1,709 New
BBHC
685
Brown Brothers Harriman & Co
New York
$342K +$117K +646 +56%
VFA
686
Valeo Financial Advisors
Indiana
$342K +$328K +1,802 New
TCWA
687
Turtle Creek Wealth Advisors
Texas
$341K +$326K +1,794 New
FW
688
FullCircle Wealth
Texas
$339K +$1.27K +7 +0.4%
WWC
689
Waypoint Wealth Counsel
Georgia
$337K +$39.1K +215 +14%
FFO
690
Fortitude Family Office
Arizona
$337K -$364 -2 -0.1%
AA
691
ALPS Advisors
Colorado
$335K – – –
MAS
692
Meeder Advisory Services
Ohio
$334K -$51.1K -281 -14%
LRIA
693
Leonard Rickey Investment Advisors
Washington
$334K +$45.6K +251 +17%
SVWAG
694
Sound View Wealth Advisors Group
Georgia
$332K +$7.09K +39 +2%
HP
695
Haven Private
Florida
$330K +$16.9K +93 +6%
RCM
696
Requisite Capital Management
Texas
$329K +$315K +1,734 New
VCM
697
Voleon Capital Management
California
$329K +$67.6K +372 +27%
OC
698
Oppenheimer & Co
New York
$328K +$314K +1,729 New
VCM
699
Virtue Capital Management
Tennessee
$328K -$20.5K -113 -6%
FGI
700
Foresight Global Investors
New York
$327K +$313K +1,721 New
26 27
28
29 30