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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
676
Mutual Advisors
Nebraska
$541K -$13.1K -60 -2%
EP
677
Essential Partners
California
$527K +$66.6K +306 +15%
AF
678
Allworth Financial
California
$523K +$149K +683 +42%
TFA
679
Tranquilli Financial Advisor
New Jersey
$517K +$105K +484 +27%
IAA
680
Independent Advisor Alliance
North Carolina
$515K +$89.2K +410 +22%
FRM
681
Fox Run Management
Connecticut
$513K +$496K +2,278 New
PGFC
682
Peapack-Gladstone Financial Corp
New Jersey
$507K +$489K +2,246 New
GT
683
Greenleaf Trust
Michigan
$507K -$1.52K -7 -0.3%
ECM
684
Everence Capital Management
Indiana
$506K – – –
DC
685
Davenport & Co
Virginia
$506K -$4.79K -22 -1%
ACS
686
Archford Capital Strategies
Illinois
$505K -$30.9K -142 -6%
EW
687
Evoke Wealth
California
$504K +$42K +193 +9%
KCIC
688
Kuhn & Co Investment Counsel
Illinois
$502K +$10.9K +50 +2%
AWM
689
Apollon Wealth Management
South Carolina
$501K -$1.09K -5 -0.2%
RCAG
690
Rehmann Capital Advisory Group
Michigan
$497K +$117K +540 +33%
PIMJS
691
PKO Investment Management Joint-Stock
Poland
$496K -$283K -1,300 -37%
AFM
692
Armstrong Fleming & Moore
District of Columbia
$491K – – –
CIA
693
Caerus Investment Advisors
Texas
$486K +$207K +952 +79%
NP
694
Ninepoint Partners
Ontario, Canada
$486K +$469K +2,155 New
YIH
695
Y-Intercept (HK)
Hong Kong
$485K +$468K +2,153 New
VT
696
Vise Technologies
New York
$484K +$64K +294 +16%
TCA
697
Transcend Capital Advisors
New Jersey
$483K +$37.9K +174 +9%
FFM
698
Forum Financial Management
Illinois
$483K +$62.9K +289 +16%
RWPA
699
Richard W. Paul & Associates
Michigan
$482K -$38.3K -176 -8%
IRC
700
Investors Research Corp
Georgia
$481K -$10.9K -50 -2%
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