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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
801
Lake Street Advisors Group
New Hampshire
– -$318K -1,773 Closed
UCFA
802
United Capital Financial Advisors
Texas
– -$309K -1,722 Closed
LP
803
LMR Partners
United Kingdom
– -$306K -1,706 Closed
AA
804
Argent Advisors
Louisiana
– -$262K -1,460 Closed
AA
805
AQR Arbitrage
Connecticut
– -$256K -1,453 Closed
FQ
806
First Quadrant
California
– -$242K -1,351 Closed
QC
807
QCM Cayman
Texas
– -$239K -1,334 Closed
PG
808
Pendal Group
Australia
– -$229K -1,279 Closed
CCG
809
Cypress Capital Group
Florida
– -$212K -1,186 Closed
D
810
Diversified
Delaware
– -$118K -750 Closed
SBSB
811
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$119K -666 Closed
VCG
812
Vantage Consulting Group
Virginia
– -$84K -470 Closed
NIM
813
NuWave Investment Management
New Jersey
– -$75K -420 Closed
MIM
814
Merrion Investment Management
New Jersey
– -$72K -400 Closed
AW
815
Avion Wealth
Texas
– -$67K -374 Closed
IA
816
Inspire Advisors
Idaho
– -$67K -372 Closed
CAAS
817
Capital Asset Advisory Services
Michigan
– -$58K -326 Closed
SIAG
818
Safeguard Investment Advisory Group
California
– -$34K -192 Closed
APP
819
Alpha Paradigm Partners
Illinois
– -$28K -156 Closed
TIAM2
820
Tru Independence Asset Management 2
Oregon
– -$27K -153 Closed
FCH
821
Freestone Capital Holdings
Washington
– -$25.1K -140 Closed
MC
822
Maverick Capital
Texas
– -$23K -129 Closed
CYG
823
Clean Yield Group
Vermont
– -$22K -122 Closed
RPWA
824
Regent Peak Wealth Advisors
Georgia
– -$15K -81 Closed
HIM
825
Hillsdale Investment Management
Ontario, Canada
– -$9K -50 Closed
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