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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
726
Tranquilli Financial Advisor
New Jersey
$391K -$708 -3 -0.2%
CCB
727
Cutter & Co Brokerage
Missouri
$388K – – –
LWM
728
Lyell Wealth Management
California
$386K – – –
DAS
729
Dynamic Advisor Solutions
Arizona
$383K -$20.5K -87 -5%
MWM
730
Mission Wealth Management
California
$383K -$944 -4 -0.2%
CFFP
731
Center for Financial Planning
Michigan
$382K – – –
AWM
732
Angeles Wealth Management
California
$379K +$15.1K +64 +4%
NC
733
nVerses Capital
Florida
$379K +$378K +1,600 New
EA
734
Everpar Advisors
Oklahoma
$377K +$376K +1,592 New
MYLI
735
Meiji Yasuda Life Insurance
Japan
$375K -$30K -127 -7%
ZIM
736
Zacks Investment Management
Illinois
$373K -$40.4K -171 -10%
CI
737
CX Institutional
Indiana
$372K +$8.97K +38 +2%
PWS
738
Peterson Wealth Services
Utah
$368K +$59.7K +253 +19%
AWM
739
Aprio Wealth Management
Georgia
$367K +$65.6K +278 +22%
GWA
740
Gratus Wealth Advisors
Virginia
$365K -$4.72K -20 -1%
HAG
741
HighPoint Advisor Group
Illinois
$364K +$26.9K +114 +7%
MIM
742
MTM Investment Management
South Carolina
$362K +$1.65K +7 +0.4%
GIA
743
Gladstone Institutional Advisory
Florida
$361K -$3.31K -14 -0.9%
CCA
744
Checchi Capital Advisers
California
$360K – – –
PIMJS
745
PKO Investment Management Joint-Stock
Poland
$355K -$354K -1,500 -50%
CA
746
Continuum Advisory
Idaho
$353K +$47.4K +201 +13%
VCM
747
Virtue Capital Management
Tennessee
$351K +$2.83K +12 +0.8%
FTWA
748
Fifth Third Wealth Advisors
Ohio
$346K -$17.9K -76 -5%
OCA
749
Otter Creek Advisors
Florida
$345K -$1.56M -6,626 -82%
LRIA
750
Leonard Rickey Investment Advisors
Washington
$344K +$9.91K +42 +3%
28 29
30
31 32