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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
751
Confluence Wealth Services
Pennsylvania
$211K +$2.82K +13 +1%
CFGS
752
Concourse Financial Group Securities
Alabama
$211K -$13.2K -61 -5%
CSPIA
753
Cary Street Partners Investment Advisory
Virginia
$211K +$21.1K +97 +10%
SIM
754
Sentry Investment Management
Wisconsin
$209K -$48.2K -222 -17%
LRIA
755
Leonard Rickey Investment Advisors
Washington
$207K +$19.1K +88 +9%
BPFA
756
Barnes Pettey Financial Advisors
Mississippi
$206K – – –
BRC
757
Bishop Rock Capital
New York
$205K -$277K -1,277 -55%
IWP
758
Icon Wealth Partners
Texas
$205K +$9.77K +45 +5%
AWA
759
Arkadios Wealth Advisors
Georgia
$204K +$3.04K +14 +1%
FAFN
760
First Affirmative Financial Network
Colorado
$203K +$21.5K +99 +11%
CIM
761
CIM Investment Management
Pennsylvania
$202K -$6.08K -28 -3%
AFAS
762
Acorn Financial Advisory Services
Virginia
$202K -$2.82K -13 -1%
BFEC
763
Benjamin F. Edwards & Company
Missouri
$199K +$84.5K +389 +63%
WBC
764
Westpac Banking Corp
Australia
$189K +$24.8K +114 +13%
SWM
765
Spire Wealth Management
Virginia
$183K -$2.77M -12,767 -93%
VSQM
766
V-Square Quantitative Management
Illinois
$181K +$200K +920 New
AIM
767
Anchor Investment Management
South Carolina
$177K – – –
ACA
768
Atlas Capital Advisors
Wyoming
$175K – – –
LC
769
Lindbrook Capital
California
$166K -$8.47K -39 -4%
TPCW
770
TD Private Client Wealth
New York
$166K -$3.69K -17 -2%
BBHC
771
Brown Brothers Harriman & Co
New York
$158K +$55.2K +254 +46%
JWM
772
Janiczek Wealth Management
Colorado
$158K +$174K +801 New
QCG
773
Quadrant Capital Group
Ohio
$156K +$12.6K +58 +8%
HIA
774
Harbor Investment Advisory
Maryland
$145K -$15.9K -73 -9%
AF
775
Allworth Financial
California
$136K +$5.65K +26 +4%
29 30
31
32 33