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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
751
TD Private Client Wealth
New York
$245K +$9.34K +36 +4%
CCFM
752
Clear Creek Financial Management
Washington
$244K +$224K +864 New
LP
753
LMR Partners
United Kingdom
$244K +$224K +865 New
PGFC
754
Peapack-Gladstone Financial Corp
New Jersey
$241K – – –
SIA
755
Schechter Investment Advisors
Michigan
$235K +$216K +832 New
PCM
756
Prelude Capital Management
New York
$234K -$56.1K -216 -21%
WFA
757
Woodward Financial Advisors
North Carolina
$232K +$214K +823 New
BFEC
758
Benjamin F. Edwards & Company
Missouri
$232K +$87.2K +336 +69%
CBT
759
Central Bank & Trust
Kentucky
$231K +$74.7K +288 +54%
CAG
760
Csenge Advisory Group
Florida
$227K -$1.04K -4 -0.4%
SIG
761
Sargent Investment Group
Maryland
$226K +$208K +800 New
SACTSONJ
762
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$226K +$208K +800 New
CW
763
Cook Wealth
North Carolina
$226K +$235K +906 New
GLA
764
Good Life Advisors
Pennsylvania
$225K +$207K +798 New
PPWM
765
Paragon Private Wealth Management
Kentucky
$224K +$206K +795 New
WP
766
WealthSource Partners
California
$223K -$29.1K -112 -12%
DHFB
767
Dixon Hubard Feinour & Brown
Virginia
$223K +$205K +790 New
NB
768
NBT Bank
New York
$223K +$205K +790 New
SCP
769
Sandhill Capital Partners
New York
$220K +$202K +780 New
SF
770
Synovus Financial
Georgia
$216K +$201K +774 New
WPC
771
Wedmont Private Capital
Pennsylvania
$216K +$222K +856 New
TW
772
TrinityPoint Wealth
Connecticut
$214K +$197K +758 New
LCS
773
Levin Capital Strategies
New York
$213K +$196K +754 New
D
774
Diversified
Delaware
$212K +$195K +750 New
PCS
775
Personal CFO Solutions
New Jersey
$210K +$193K +745 New
29 30
31
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