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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
726
Lake Street Advisors Group
New Hampshire
$339K -$13.8K -59 -4%
VCM
727
Virtue Capital Management
Tennessee
$337K -$3.04K -13 -0.9%
KFC
728
Klingenstein Fields & Co
New York
$334K – – –
CC
729
Chicago Capital
Illinois
$329K -$454K -1,946 -60%
RCM
730
Raleigh Capital Management
North Carolina
$329K +$33.4K +143 +12%
AAM
731
Advisors Asset Management
Colorado
$328K +$156K +669 +106%
PWS
732
Peterson Wealth Services
Utah
$323K +$8.64K +37 +3%
AWM
733
Aprio Wealth Management
Georgia
$321K +$4.67K +20 +2%
OAM
734
Ostrum Asset Management
France
$318K – – –
IWA
735
Icon Wealth Advisors
Texas
$318K +$50.2K +215 +21%
GDP
736
Great Diamond Partners
Maine
$316K -$934 -4 -0.3%
GCM
737
Graham Capital Management
Connecticut
$314K +$290K +1,243 New
BIM
738
Bridges Investment Management
Nebraska
$313K -$31.5K -135 -10%
SIA
739
Schechter Investment Advisors
Michigan
$310K +$233 +1 +0.1%
TPI
740
Trust Point Inc
Wisconsin
$303K – – –
TF
741
Trek Financial
Arizona
$302K -$12.4K -53 -4%
BMMM
742
Boston Mountain Money Management
Arkansas
$301K +$278K +1,191 New
BC
743
Bridgefront Capital
Texas
$300K +$26.1K +112 +10%
CC
744
Centiva Capital
New York
$299K -$118K -504 -30%
AA
745
Ancora Advisors
Ohio
$299K -$47.9K -205 -15%
MA
746
Mutual Advisors
Nebraska
$299K +$56.7K +243 +26%
EWA
747
EverSource Wealth Advisors
Alabama
$297K +$22.9K +98 +8%
WBC
748
Westpac Banking Corp
Australia
$295K -$4.44K -19 -2%
GF
749
Gabelli Funds
New York
$293K -$176K -755 -39%
MCM
750
MAI Capital Management
Ohio
$293K +$1.63K +7 +0.6%
28 29
30
31 32