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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
751
FDx Advisors
Illinois
$261K +$219K +1,205 New
WA
752
Waddell & Associates
Tennessee
$258K +$247K +1,360 New
NWM
753
Northwest Wealth Management
Iowa
$253K +$6K +33 +3%
LFAS
754
Level Four Advisory Services
Texas
$253K -$9.82K -54 -4%
SBFM
755
S-Bank Fund Management
Finland
$252K -$3.27K -18 -1%
KFC
756
Klingenstein Fields & Co
New York
$251K – – –
CPA
757
Capital Performance Advisors
California
$251K +$240K +1,321 New
PTP
758
Platform Technology Partners
New York
$251K – – –
CCA
759
Checchi Capital Advisers
California
$250K -$16.4K -90 -6%
NB
760
NBT Bank
New York
$245K -$16.4K -90 -7%
SAM
761
Smartleaf Asset Management
Massachusetts
$244K +$111K +608 +82%
WC
762
Wexford Capital
Florida
$242K – – –
IC
763
Inscription Capital
Texas
$242K +$231K +1,272 New
MPWT
764
MassMutual Private Wealth & Trust
Connecticut
$240K +$30.2K +166 +15%
AGP
765
Aspire Growth Partners
Florida
$234K +$224K +1,233 New
IQI
766
Integrated Quantitative Investments
Washington
$233K +$223K +1,225 New
AC
767
Apella Capital
Connecticut
$232K +$205K +1,128 New
KRW
768
Kaufman Rossin Wealth
Florida
$231K +$221K +1,215 New
NRW
769
Nova R Wealth
Kansas
$230K +$220K +1,211 New
CIA
770
Caerus Investment Advisors
Texas
$229K +$219K +1,204 New
HW
771
Hamilton Wealth
California
$222K +$212K +1,168 New
SC
772
Syon Capital
California
$221K +$211K +1,162 New
CW
773
CreativeOne Wealth
Kansas
$220K +$211K +1,158 New
CA
774
Cannon Advisors
North Carolina
$220K +$182K +1,000 New
BIG
775
Brooklyn Investment Group
New York
$220K -$11.5K -63 -4%
29 30
31
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