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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
776
Howard Capital Management
Georgia
$219K +$209K +1,152 New
HNWAG
777
High Net Worth Advisory Group
Florida
$218K +$209K +1,150 New
AWM
778
Angeles Wealth Management
California
$215K +$206K +1,131 New
CP
779
Castleview Partners
Texas
$215K -$38.7K -213 -16%
RAM
780
RWC Asset Management
United Kingdom
$214K +$205K +1,129 New
TWM
781
Trueblood Wealth Management
Ohio
$213K +$204K +1,123 New
SL
782
Sentinus LLC
Illinois
$213K +$204K +1,121 New
MCWA
783
Meadow Creek Wealth Advisors
Georgia
$212K +$187K +1,029 New
IBOK
784
Independence Bank of Kentucky
Kentucky
$211K +$98.2K +540 +95%
AI
785
Accredited Investors
Minnesota
$210K +$201K +1,107 New
RCA
786
Resonant Capital Advisors
Wisconsin
$210K +$201K +1,107 New
CIA
787
Choate Investment Advisors
Massachusetts
$210K +$201K +1,104 New
BOTPPF
788
Board of the Pension Protection Fund
United Kingdom
$209K +$200K +1,100 New
QFW
789
QTR Family Wealth
Florida
$206K +$198K +1,087 New
WC
790
Waterloo Capital
Texas
$206K +$198K +1,087 New
FFA
791
Farther Finance Advisors
California
$206K +$125K +685 +172%
AO
792
Advisor OS
Illinois
$204K +$195K +1,072 New
OAM
793
Ostrum Asset Management
France
$198K -$6K -33 -3%
MEG
794
Millstone Evans Group
Colorado
$194K +$2.73K +15 +1%
WSFS
795
Wilmington Savings Fund Society
Delaware
$190K -$1.41M -7,753 -89%
KFA
796
Kelleher Financial Advisors
New York
$190K +$182K +1,000 New
PW
797
Pandora Wealth
Illinois
$188K – – –
IWA
798
Icon Wealth Advisors
Texas
$188K +$1.64K +9 +0.9%
HNB
799
Huntington National Bank
Ohio
$184K +$12.7K +70 +8%
PCM
800
Penserra Capital Management
California
$184K +$2K +11 +1%
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