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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Apollon Wealth Management
South Carolina
$385K -$109K -626 -24%
AIM
702
Aigen Investment Management
New York
$384K +$346K +1,987 New
EA
703
Everpar Advisors
Oklahoma
$383K -$48.8K -280 -12%
FCM
704
Fieldview Capital Management
Michigan
$376K -$58.8K -337 -15%
PGFC
705
Peapack-Gladstone Financial Corp
New Jersey
$374K +$99.2K +569 +42%
TAM
706
Trust Asset Management
Texas
$373K – – –
WA
707
Waddell & Associates
Tennessee
$372K +$336K +1,927 New
PWP
708
Principle Wealth Partners
Connecticut
$371K – – –
IEFM
709
IQ EQ Fund Management
Ireland
$371K – – –
MWA
710
Meridian Wealth Advisors
Texas
$369K -$3.87M -22,182 -92%
ACS
711
Archford Capital Strategies
Illinois
$368K -$21.6K -124 -6%
TPA
712
Trivium Point Advisory
Connecticut
$367K +$331K +1,899 New
LRIA
713
Leonard Rickey Investment Advisors
Washington
$367K -$13.1K -75 -4%
NICM
714
Neo Ivy Capital Management
New York
$363K +$328K +1,879 New
ONB
715
Old National Bancorp
Indiana
$363K +$54.6K +313 +20%
PWS
716
Peterson Wealth Services
Utah
$362K -$5.23K -30 -2%
PA
717
Profund Advisors
Maryland
$359K -$6.45K -37 -2%
WFI
718
West Family Investments
California
$352K +$317K +1,820 New
HWA
719
Heartwood Wealth Advisors
Virginia
$351K -$3.31K -19 -1%
SPC
720
Sigma Planning Corp
Michigan
$350K +$316K +1,810 New
ASA
721
Axxion S.A.
Luxembourg
$348K +$314K +1,800 New
SL
722
Sentinus LLC
Illinois
$348K +$49.5K +284 +19%
OCA
723
OpenArc Corporate Advisory
Georgia
$334K -$4.53K -26 -1%
AWM
724
Aprio Wealth Management
Georgia
$334K +$31K +178 +11%
SAM
725
Smartleaf Asset Management
Massachusetts
$333K – – –
27 28
29
30 31