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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
701
WealthSource Partners
California
$217K -$13.1K -52 -5%
PWA
702
Phoenix Wealth Advisors
North Carolina
$217K – – –
MAG
703
MRA Advisory Group
New Jersey
$216K – – –
HSA
704
HBK Sorce Advisory
Pennsylvania
$215K – – –
LRIA
705
Leonard Rickey Investment Advisors
Washington
$214K +$6.82K +27 +3%
CCG
706
Cypress Capital Group
Florida
$208K +$5.05K +20 +2%
EP
707
Eudaimonia Partners
Tennessee
$206K -$18.2K -72 -8%
PGFC
708
Peapack-Gladstone Financial Corp
New Jersey
$205K – – –
SI
709
Stephens Inc
Arkansas
$204K -$5.8K -23 -3%
VAS
710
Vestmark Advisory Solutions
Massachusetts
$202K -$7.83K -31 -4%
FBFS
711
First Business Financial Services
Wisconsin
$201K – – –
TPCW
712
TD Private Client Wealth
New York
$199K +$5.8K +23 +3%
FPS
713
Fieldpoint Private Securities
Connecticut
$198K +$171K +679 +465%
SIC
714
Salem Investment Counselors
North Carolina
$195K +$165K +652 +402%
BBHC
715
Brown Brothers Harriman & Co
New York
$182K – – –
SOW
716
State of Wyoming
Wyoming
$176K +$146K +580 +377%
IUHSA
717
Itau Unibanco Holding S.A.
Brazil
$173K +$98.7K +391 +118%
BCA
718
Berman Capital Advisors
Georgia
$170K +$36.9K +146 +26%
AIM
719
Anchor Investment Management
South Carolina
$168K +$50.5K +200 +40%
CTC
720
Central Trust Company
Missouri
$165K -$656K -2,600 -79%
PCM
721
Penserra Capital Management
California
$162K +$16.7K +66 +11%
LC
722
Lindbrook Capital
California
$159K +$2.02K +8 +1%
CF
723
Centaurus Financial
California
$144K -$75.7K -300 -33%
DMBA
724
Deseret Mutual Benefit Administrators
Utah
$144K -$47.2K -187 -24%
QCG
725
Quadrant Capital Group
Ohio
$144K -$757 -3 -0.5%
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