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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Angeles Wealth Management
California
$294K -$21.5K -102 -6%
EWA
727
EverSource Wealth Advisors
Alabama
$291K +$27.6K +131 +10%
MAM
728
Martingale Asset Management
Massachusetts
$290K -$6.01M -28,489 -95%
DAS
729
Dynamic Advisor Solutions
Arizona
$289K -$31K -147 -9%
LRIA
730
Leonard Rickey Investment Advisors
Washington
$286K +$422 +2 +0.1%
ACA
731
Aptus Capital Advisors
Alabama
$284K +$304K +1,443 New
NRW
732
Nova R Wealth
Kansas
$283K +$211 +1 +0.1%
LWM
733
Lyell Wealth Management
California
$281K -$42.2K -200 -12%
CA
734
Claro Advisors
Massachusetts
$281K +$301K +1,429 New
PGFC
735
Peapack-Gladstone Financial Corp
New Jersey
$278K – – –
BP
736
Ballentine Partners
Massachusetts
$277K +$8.86K +42 +3%
GI
737
GAMMA Investing
California
$276K +$64.3K +305 +28%
EC
738
EntryPoint Capital
New York
$276K +$296K +1,403 New
BWS
739
Broadway Wealth Solutions
Texas
$274K +$294K +1,396 New
PF
740
Phoenix Financial
Israel
$271K +$50.8K +241 +21%
GA
741
Geller Advisors
New York
$270K -$5.27K -25 -2%
APC
742
Aspire Private Capital
North Carolina
$269K -$660K -3,128 -70%
BWG
743
Berry Wealth Group
Texas
$268K -$95.7K -454 -25%
VWM
744
Venturi Wealth Management
Texas
$267K +$252K +1,193 +710%
PTP
745
Platform Technology Partners
New York
$265K +$2.11K +10 +0.7%
GCP
746
GSA Capital Partners
United Kingdom
$265K +$80.3K +381 +39%
ATPW
747
Ashton Thomas Private Wealth
Arizona
$262K +$281K +1,334 New
KFC
748
Klingenstein Fields & Co
New York
$260K – – –
MYLI
749
Meiji Yasuda Life Insurance
Japan
$258K -$56.9K -270 -17%
VT
750
Vise Technologies
New York
$254K +$273K +1,295 New
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30
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