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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
701
NEOS Investment Management
Connecticut
$298K +$329K +1,516 New
CI
702
CX Institutional
Indiana
$298K +$54.9K +253 +20%
MC
703
Maverick Capital
Texas
$296K -$2.67M -12,306 -89%
GA
704
Geller Advisors
New York
$296K -$20.6K -95 -6%
CCA
705
Checchi Capital Advisers
California
$294K -$26.5K -122 -8%
CGL
706
Clarius Group LLC
Washington
$291K -$78K -359 -20%
KPWS
707
Kestra Private Wealth Services
Texas
$291K +$20.4K +94 +7%
IAA
708
Independent Advisor Alliance
North Carolina
$291K +$651 +3 +0.2%
MYLI
709
Meiji Yasuda Life Insurance
Japan
$287K -$592K -2,725 -65%
AP
710
Arlington Partners
Alabama
$287K +$80.3K +370 +34%
AT
711
Arlington Trust
Alabama
$287K +$317K +1,460 New
RWPA
712
Richard W. Paul & Associates
Michigan
$283K -$12.2K -56 -4%
MYIA
713
Mount Yale Investment Advisors
Colorado
$283K -$869 -4 -0.3%
IA
714
Inspire Advisors
Idaho
$279K +$1.95K +9 +0.6%
AGWCA
715
Annis Gardner Whiting Capital Advisors
Florida
$275K +$303K +1,396 New
TF
716
Trek Financial
Arizona
$267K -$33K -152 -10%
FFM
717
Forum Financial Management
Illinois
$265K – – –
AA
718
Ancora Advisors
Ohio
$263K +$116K +535 +67%
GPWA
719
Great Point Wealth Advisors
Massachusetts
$260K +$217 +1 +0.1%
KFC
720
Klingenstein Fields & Co
New York
$260K – – –
EWA
721
EP Wealth Advisors
California
$259K -$225K -1,038 -44%
AA
722
AlphaQ Advisors
Florida
$254K -$33.4K -154 -11%
EFSCE
723
Enterprise Financial Services Corp (EFSC)
Missouri
$249K -$10.6K -49 -4%
BO
724
Bank OZK
Arkansas
$249K -$299K -1,375 -52%
GDP
725
Great Diamond Partners
Maine
$248K -$1.52K -7 -0.6%
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