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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
701
E Fund Management
China
$218K +$230K +911 New
WP
702
WealthSource Partners
California
$217K -$13.1K -52 -5%
PWA
703
Phoenix Wealth Advisors
North Carolina
$217K – – –
MAG
704
MRA Advisory Group
New Jersey
$216K – – –
HSA
705
HBK Sorce Advisory
Pennsylvania
$215K – – –
LRIA
706
Leonard Rickey Investment Advisors
Washington
$214K +$6.82K +27 +3%
CCG
707
Cypress Capital Group
Florida
$208K +$5.05K +20 +2%
EP
708
Eudaimonia Partners
Tennessee
$206K -$18.2K -72 -8%
PGFC
709
Peapack-Gladstone Financial Corp
New Jersey
$205K – – –
SI
710
Stephens Inc
Arkansas
$204K -$5.8K -23 -3%
VAS
711
Vestmark Advisory Solutions
Massachusetts
$202K -$7.83K -31 -4%
FBFS
712
First Business Financial Services
Wisconsin
$201K – – –
TPCW
713
TD Private Client Wealth
New York
$199K +$5.8K +23 +3%
FPS
714
Fieldpoint Private Securities
Connecticut
$198K +$171K +679 +465%
SIC
715
Salem Investment Counselors
North Carolina
$195K +$165K +652 +402%
BBHC
716
Brown Brothers Harriman & Co
New York
$182K – – –
SOW
717
State of Wyoming
Wyoming
$176K +$146K +580 +377%
IUHSA
718
Itau Unibanco Holding S.A.
Brazil
$173K +$98.7K +391 +118%
BCA
719
Berman Capital Advisors
Georgia
$170K +$36.9K +146 +26%
AIM
720
Anchor Investment Management
South Carolina
$168K +$50.5K +200 +40%
CTC
721
Central Trust Company
Missouri
$165K -$656K -2,600 -79%
PCM
722
Penserra Capital Management
California
$162K +$16.7K +66 +11%
LC
723
Lindbrook Capital
California
$159K +$2.02K +8 +1%
CF
724
Centaurus Financial
California
$144K -$75.7K -300 -33%
DMBA
725
Deseret Mutual Benefit Administrators
Utah
$144K -$47.2K -187 -24%
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