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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
751
SYM Financial Corp
Indiana
$296K +$27.4K +157 +11%
BRWA
752
B. Riley Wealth Advisors
Florida
$296K +$6.45K +37 +2%
TCWA
753
Turtle Creek Wealth Advisors
Texas
$295K -$6.97K -40 -3%
BB
754
Busey Bank
Illinois
$295K -$79.2K -454 -23%
EFG
755
Ethos Financial Group
Pennsylvania
$295K -$7.67K -44 -4%
CWS
756
Cypress Wealth Services
California
$294K -$41.7K -239 -14%
OP
757
Oslo Pensjonsforsikring
$294K -$89.3K -512 -25%
KFSC
758
Keystone Financial Services (Colorado)
Colorado
$292K +$4.71K +27 +2%
RWM
759
Revisor Wealth Management
Ohio
$291K -$2.79K -16 -1%
CF
760
Centaurus Financial
California
$291K -$47.6K -273 -15%
OL
761
Optas LLC
Texas
$291K -$9.42K -54 -3%
TIM
762
Tevis Investment Management
Texas
$290K +$262K +1,502 New
BONST
763
Bank of Nova Scotia Trust
Ontario, Canada
$290K -$9.59K -55 -4%
KFA
764
Kelleher Financial Advisors
New York
$290K +$87.2K +500 +50%
DE
765
Diversified Enterprises
Delaware
$289K +$261K +1,496 New
CIM
766
Cambria Investment Management
California
$285K -$2.09K -12 -0.8%
RGC
767
Roberts, Glore & Co
Illinois
$284K +$256K +1,468 New
UB
768
UMB Bank
Missouri
$283K +$5.58K +32 +2%
AIP
769
Ameritas Investment Partners
Nebraska
$282K -$16.2K -93 -6%
GWM
770
Gilpin Wealth Management
Colorado
$282K +$226K +1,298 +811%
GLA
771
Great Lakes Advisors
Illinois
$281K -$20.2K -116 -7%
HNB
772
Huntington National Bank
Ohio
$280K +$35K +201 +16%
PI
773
PFG Investments
New York
$279K +$252K +1,444 New
MWM
774
Mission Wealth Management
California
$279K +$252K +1,443 New
SG
775
StoneX Group
New York
$277K +$270K +1,546 New
29 30
31
32 33