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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
701
Humankind Investments
New York
$280K -$492K -2,451 -66%
BBNA
702
Bremer Bank National Association
Minnesota
$277K – – –
AFT
703
Alpha Family Trust
California
$274K +$245K +1,220 New
PWS
704
Peterson Wealth Services
Utah
$272K +$4.42K +22 +2%
IAIM
705
Industrial Alliance Investment Management
Quebec, Canada
$270K -$5.12M -25,490 -96%
MAM
706
Morse Asset Management
Connecticut
$270K +$241K +1,200 New
BCA
707
Bay Colony Advisors
Massachusetts
$268K +$33.3K +166 +16%
WJWM
708
Williams Jones Wealth Management
New York
$268K +$239K +1,192 New
BPA
709
Beacon Pointe Advisors
California
$265K -$27.7K -138 -10%
PCS
710
Personal CFO Solutions
New Jersey
$265K +$22.1K +110 +10%
SIM
711
Stratos Investment Management
Ohio
$264K – – –
SYBT
712
Stock Yards Bank & Trust
Kentucky
$263K -$56.4K -281 -19%
HNWAG
713
High Net Worth Advisory Group
Florida
$263K +$3.81K +19 +2%
CC
714
Callan Capital
California
$258K +$15.3K +76 +7%
SCM
715
Shelton Capital Management
Colorado
$258K – – –
CG
716
Caprock Group
Idaho
$257K -$36.5K -182 -14%
MC
717
Machina Capital
France
$256K +$229K +1,139 New
CFGS
718
Concourse Financial Group Securities
Alabama
$255K +$3.81K +19 +2%
CWM
719
Cahaba Wealth Management
Georgia
$254K -$26.1K -130 -10%
SAG
720
Spotlight Asset Group
Illinois
$251K +$224K +1,115 New
AP
721
Arlington Partners
Alabama
$245K +$219K +1,090 New
EWA
722
EverSource Wealth Advisors
Alabama
$243K +$128K +640 +144%
RCM
723
Raleigh Capital Management
North Carolina
$243K +$22.7K +113 +12%
CWS
724
Confluence Wealth Services
Pennsylvania
$238K +$1.41K +7 +0.7%
CIM
725
CIM Investment Management
Pennsylvania
$237K +$402 +2 +0.2%
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