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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
BHC
726
Bull Harbor Capital
Maryland
$311K +$355K +1,821 New
AWAP
727
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$307K -$14.6K -75 -4%
VCM
728
Versant Capital Management
Arizona
$306K +$175K +895 +100%
CI
729
CX Institutional
Indiana
$304K +$3.32K +17 +1%
CF
730
Centaurus Financial
California
$303K -$64.8K -332 -16%
CWS
731
Cypress Wealth Services
California
$301K +$12.3K +63 +4%
OCA
732
OpenArc Corporate Advisory
Georgia
$299K +$88.6K +454 +35%
VCM
733
Virtue Capital Management
Tennessee
$296K -$17.6K -90 -5%
CAP
734
Cordoba Advisory Partners
New York
$293K +$82.3K +422 +32%
ERSOT
735
Employees Retirement System of Texas
Texas
$293K – – –
WPWM
736
Western Pacific Wealth Management
Illinois
$292K +$169K +868 +103%
WWC
737
Waypoint Wealth Counsel
Georgia
$292K -$54.2K -278 -14%
OAM
738
Ostrum Asset Management
France
$291K -$807K -4,134 -71%
GIA
739
Gladstone Institutional Advisory
Florida
$287K +$22.6K +116 +7%
SAM
740
Smartleaf Asset Management
Massachusetts
$286K +$72.8K +373 +28%
TC
741
Tannin Capital
North Carolina
$285K – – –
LWIC
742
Leith Wheeler Investment Counsel
British Columbia, Canada
$285K +$326K +1,671 New
SCM
743
SOL Capital Management
Maryland
$281K +$363K +1,861 New
HIP
744
HUB Investment Partners
Texas
$280K +$140K +717 +78%
MWM
745
Meridian Wealth Management
Kentucky
$277K +$195 +1 +0.1%
CCA
746
Checchi Capital Advisers
California
$275K +$62.2K +319 +25%
CI
747
Cigna Investments
Connecticut
$274K – – –
CUAMC
748
China Universal Asset Management Company
China
$273K +$312K +1,600 New
CCM
749
Chiron Capital Management
Florida
$273K +$312K +1,600 New
KCM
750
KRS Capital Management
Michigan
$272K – – –
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30
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