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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
701
Independent Advisor Alliance
North Carolina
$347K -$49.2K -252 -11%
ACS
702
Archford Capital Strategies
Illinois
$346K -$40.8K -209 -9%
PMG
703
ProVise Management Group
Florida
$346K +$57.2K +293 +17%
BPWM
704
BCS Private Wealth Management
New Jersey
$345K +$90.1K +462 +30%
BCG
705
Breakwater Capital Group
New Jersey
$343K -$23.6K -121 -6%
GTAM
706
Global Trust Asset Management
Florida
$342K -$21.9K -112 -5%
PFM
707
Patton Fund Management
Texas
$339K +$198K +1,013 +104%
HFS
708
Hantz Financial Services
Michigan
$339K +$293K +1,501 +309%
BB
709
Busey Bank
Illinois
$338K -$13.7K -70 -3%
LRIA
710
Leonard Rickey Investment Advisors
Washington
$336K +$31K +159 +9%
ATPW
711
Ashton Thomas Private Wealth
Arizona
$335K -$84.9K -435 -18%
BWS
712
Broadway Wealth Solutions
Texas
$335K +$52.1K +267 +16%
LOAMS
713
Lombard Odier Asset Management (Switzerland)
Switzerland
$334K +$382K +1,956 New
TAM
714
Trust Asset Management
Texas
$329K – – –
KF
715
Krilogy Financial
Missouri
$328K -$380K -1,948 -51%
PWP
716
Principle Wealth Partners
Connecticut
$327K – – –
IEFM
717
IQ EQ Fund Management
Ireland
$327K – – –
PWS
718
Peterson Wealth Services
Utah
$325K -$17.8K -91 -5%
PA
719
Profund Advisors
Maryland
$323K -$171K -875 -32%
TCA
720
Transcend Capital Advisors
New Jersey
$321K -$50.5K -259 -12%
AA
721
ALPS Advisors
Colorado
$318K – – –
FGI
722
Foresight Global Investors
New York
$316K +$25.4K +130 +8%
NAM
723
NorthCrest Asset Manangement
Minnesota
$316K -$432K -2,214 -55%
HWA
724
Heartwood Wealth Advisors
Virginia
$313K -$975 -5 -0.3%
MCA
725
MSH Capital Advisors
Arizona
$312K -$2.34K -12 -0.7%
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30 31