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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
751
Mutual Advisors
Nebraska
$297K +$16.4K +72 +6%
QWM
752
Quadcap Wealth Management
Texas
$293K +$315K +1,386 New
MWM
753
Modern Wealth Management
Kansas
$288K -$6.13K -27 -2%
JFG
754
Jefferies Financial Group
New York
$288K -$3.42M -15,067 -92%
SGA
755
Sustainable Growth Advisers
Connecticut
$287K -$367M -1,613,546 -100%
FFM
756
Forum Financial Management
Illinois
$286K +$454 +2 +0.1%
DFG
757
Demars Financial Group
Washington
$285K -$682 -3 -0.2%
RWPA
758
Richard W. Paul & Associates
Michigan
$284K -$2.04K -9 -0.7%
PTP
759
Platform Technology Partners
New York
$283K +$304K +1,340 New
KFC
760
Klingenstein Fields & Co
New York
$279K – – –
RCM
761
Raleigh Capital Management
North Carolina
$279K +$4.54K +20 +2%
GT
762
Glenview Trust
Kentucky
$278K +$299K +1,317 New
SPA
763
Sherbrooke Park Advisers
New York
$276K +$297K +1,307 New
PWS
764
Peterson Wealth Services
Utah
$275K +$5.68K +25 +2%
CC
765
Chicago Capital
Illinois
$275K – – –
VC
766
Veracity Capital
Georgia
$274K -$94.3K -415 -24%
AWM
767
Aprio Wealth Management
Georgia
$268K – – –
IAA
768
Independent Advisor Alliance
North Carolina
$266K -$35.4K -156 -11%
SIA
769
Schechter Investment Advisors
Michigan
$265K +$6.82K +30 +2%
FMLI
770
Fukoku Mutual Life Insurance
Japan
$257K -$81.1K -357 -23%
PF
771
Phoenix Financial
Israel
$256K +$24.3K +107 +10%
BC
772
Bridgefront Capital
Texas
$255K +$4.54K +20 +2%
HBT
773
Heartland Bank & Trust
Illinois
$254K +$273K +1,202 New
GL
774
Graypoint LLC
New York
$251K +$86.6K +381 +47%
CWS
775
Cypress Wealth Services
California
$249K +$17.9K +79 +7%
29 30
31
32 33