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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
726
Ballentine Partners
Massachusetts
$220K +$236K +1,104 New
SIA
727
Schechter Investment Advisors
Michigan
$216K +$232K +1,085 New
CC
728
Callan Capital
California
$214K – – –
ZB
729
Zions Bancorporation
Utah
$213K -$30.8K -144 -12%
PA
730
Pinnacle Associates
New York
$213K +$229K +1,070 New
CI
731
Conning Inc
Connecticut
$212K -$2.56K -12 -1%
PCS
732
Personal CFO Solutions
New Jersey
$212K +$641 +3 +0.3%
NW
733
NewEdge Wealth
Pennsylvania
$211K +$227K +1,062 New
CWS
734
Confluence Wealth Services
Pennsylvania
$209K -$214 -1 -0.1%
CIM
735
CIM Investment Management
Pennsylvania
$209K +$9.19K +43 +4%
BPFA
736
Barnes Pettey Financial Advisors
Mississippi
$208K -$4.7K -22 -2%
SC
737
Scotia Capital
Ontario, Canada
$208K +$223K +1,045 New
AFAS
738
Acorn Financial Advisory Services
Virginia
$206K -$855 -4 -0.4%
HSA
739
HBK Sorce Advisory
Pennsylvania
$205K -$153K -716 -41%
GLA
740
Good Life Advisors
Pennsylvania
$202K +$217K +1,017 New
BCA
741
Bay Colony Advisors
Massachusetts
$200K +$220K +1,027 New
IWP
742
Icon Wealth Partners
Texas
$198K +$213K +997 New
RCM
743
Raleigh Capital Management
North Carolina
$192K +$203K +949 +5,582%
PCM
744
Penserra Capital Management
California
$192K – – –
CSPIA
745
Cary Street Partners Investment Advisory
Virginia
$190K -$2.99K -14 -1%
AIM
746
Anchor Investment Management
South Carolina
$179K +$5.34K +25 +3%
M
747
Mirova
France
$165K -$31K -145 -15%
TPCW
748
TD Private Client Wealth
New York
$165K +$43K +201 +32%
QCG
749
Quadrant Capital Group
Ohio
$149K +$13K +61 +9%
LC
750
Lindbrook Capital
California
$146K +$12.4K +58 +9%
28 29
30
31 32