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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
701
American Portfolios Advisors
New York
$215K +$8.77K +38 +4%
LRIA
702
Leonard Rickey Investment Advisors
Washington
$212K +$200K +865 New
VAS
703
Vestmark Advisory Solutions
Massachusetts
$212K +$202K +874 New
SI
704
Stephens Inc
Arkansas
$212K +$202K +876 New
PGFC
705
Peapack-Gladstone Financial Corp
New Jersey
$207K +$197K +854 New
CCG
706
Cypress Capital Group
Florida
$206K +$196K +850 New
DS
707
DRW Securities
Illinois
$206K +$196K +851 New
AAM
708
Arabesque Asset Management
United Kingdom
$206K +$197K +852 New
TWMP
709
Taylor Wealth Management Partners
Massachusetts
$203K +$193K +837 New
FBFS
710
First Business Financial Services
Wisconsin
$203K +$193K +838 New
GPWA
711
Great Point Wealth Advisors
Massachusetts
$202K +$193K +834 New
KPW
712
Kore Private Wealth
New York
$202K +$193K +834 New
PCS
713
Personal CFO Solutions
New Jersey
$200K +$191K +827 New
TPCW
714
TD Private Client Wealth
New York
$196K +$2.08K +9 +1%
AA
715
Ancora Advisors
Ohio
$195K – – –
DMBA
716
Deseret Mutual Benefit Administrators
Utah
$191K +$182K +790 New
BBHC
717
Brown Brothers Harriman & Co
New York
$184K +$49.6K +215 +39%
PI
718
PGGM Investments
Netherlands
$179K +$170K +738 New
NIM
719
NuWave Investment Management
New Jersey
$171K +$163K +705 New
LC
720
Lindbrook Capital
California
$159K – – –
DFCM
721
Dark Forest Capital Management
Puerto Rico
$155K +$148K +641 New
BAM
722
Belpointe Asset Management
Nevada
$154K +$146K +633 New
CFGS
723
Concourse Financial Group Securities
Alabama
$152K +$3.23K +14 +2%
PCM
724
Penserra Capital Management
California
$148K +$32.6K +141 +30%
LJHT
725
Laurie J. Hall Trustee
$147K – – –
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