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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
776
BCS Private Wealth Management
New Jersey
$352K +$340K +1,562 New
AIP
777
Ameritas Investment Partners
Nebraska
$350K – – –
BONST
778
Bank of Nova Scotia Trust
Ontario, Canada
$349K +$337K +1,550 New
ONB
779
Old National Bancorp
Indiana
$348K +$3.48K +16 +1%
RWM
780
Revisor Wealth Management
Ohio
$345K +$323K +1,486 New
KCP
781
Kera Capital Partners
California
$342K +$3.7K +17 +1%
ZIM
782
Zacks Investment Management
Illinois
$340K -$30.5K -140 -8%
SIC
783
Salem Investment Counselors
North Carolina
$340K +$219K +1,005 +199%
BRWA
784
B. Riley Wealth Advisors
Florida
$340K -$39.6K -182 -11%
PPWP
785
Premier Path Wealth Partners
New Jersey
$338K +$327K +1,501 New
VFA
786
Valeo Financial Advisors
Indiana
$337K -$66.6K -306 -17%
WANY
787
Wealthspire Advisors (New York)
New York
$337K +$220K +1,012 +210%
EH
788
Equitable Holdings
New York
$335K +$22.4K +103 +7%
AC
789
Aristeia Capital
Connecticut
$330K -$91.4K -420 -22%
SVWAG
790
Sound View Wealth Advisors Group
Georgia
$329K -$62.4K -287 -16%
AC
791
AlphaCore Capital
California
$326K +$315K +1,446 New
FTWA
792
Fifth Third Wealth Advisors
Ohio
$321K -$10.2K -47 -3%
FLII
793
First Long Island Investors
New York
$321K +$309K +1,422 New
FFA
794
Florida Financial Advisors
Florida
$319K -$15.7K -72 -5%
CTC
795
Central Trust Company
Missouri
$317K +$2.18K +10 +0.7%
GC
796
Globeflex Capital
California
$317K – – –
FCBT
797
First Citizens Bank & Trust
North Carolina
$316K -$9.14K -42 -3%
AFG
798
Atomi Financial Group
New York
$312K +$301K +1,384 New
CFFP
799
Center for Financial Planning
Michigan
$310K -$53.5K -246 -15%
ECM
800
Evergreen Capital Management
Washington
$309K +$298K +1,371 New
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