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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
726
Waypoint Wealth Counsel
Georgia
$448K +$46.8K +215 +12%
CCC
727
Chesapeake Capital Corp
Florida
$436K +$421K +1,933 New
HP
728
Haven Private
Florida
$435K +$42K +193 +11%
TAM
729
Trust Asset Management
Texas
$435K -$15.9K -73 -4%
PWP
730
Principle Wealth Partners
Connecticut
$433K – – –
IEFM
731
IQ EQ Fund Management
Ireland
$433K – – –
JGUA
732
John G. Ullman & Associates
New York
$428K – – –
AWAP
733
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$422K – – –
VCM
734
Virtue Capital Management
Tennessee
$422K +$31.5K +145 +8%
AA
735
ALPS Advisors
Colorado
$420K +$21.5K +99 +6%
LAM
736
L2 Asset Management
Massachusetts
$420K +$405K +1,863 New
EWM
737
Empirical Wealth Management
Washington
$420K +$405K +1,862 New
MCA
738
MSH Capital Advisors
Arizona
$415K +$2.39K +11 +0.6%
HWA
739
Heartwood Wealth Advisors
Virginia
$415K -$435 -2 -0.1%
PWMAG
740
Pinnacle Wealth Management Advisory Group
New Jersey
$412K +$398K +1,827 New
LRIA
741
Leonard Rickey Investment Advisors
Washington
$409K +$12.6K +58 +3%
GS
742
GTS Securities
Florida
$408K +$394K +1,809 New
AIM
743
Access Investment Management
Georgia
$401K – – –
FFO
744
Fortitude Family Office
Arizona
$400K +$435 +2 +0.1%
WWM
745
Whalen Wealth Management
Nevada
$399K +$56.1K +258 +17%
CI
746
CX Institutional
Indiana
$397K +$42.6K +196 +13%
FMI
747
Frec Markets Inc
California
$394K +$381K +1,749 New
AWM
748
Aprio Wealth Management
Georgia
$393K -$27K -124 -7%
PMG
749
ProVise Management Group
Florida
$391K -$68.1K -313 -15%
SAI
750
Savvy Advisors Inc
New York
$391K +$377K +1,735 New
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