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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
801
Phillips Wealth Planners
Mississippi
$231K +$235K +1,008 New
FCP
802
Fidelis Capital Partners
Florida
$231K +$213K +913 New
CWM
803
Cahaba Wealth Management
Georgia
$229K -$29.2K -125 -12%
AIM
804
Anchor Investment Management
South Carolina
$228K – – –
OR
805
Olympiad Research
Connecticut
$227K +$210K +898 New
EFSCE
806
Enterprise Financial Services Corp (EFSC)
Missouri
$223K -$178K -764 -46%
DFCM
807
Dark Forest Capital Management
Puerto Rico
$222K +$205K +878 New
SC
808
Syon Capital
California
$220K +$203K +870 New
EA
809
Everpar Advisors
Oklahoma
$220K -$30.6K -131 -13%
KSWWM
810
Keyes Stange & Wooten Wealth Management
Florida
$217K +$201K +860 New
AHC
811
Adell Harriman & Carpenter
Texas
$217K -$177K -757 -47%
IIM
812
INTECH Investment Management
Florida
$217K -$226K -967 -53%
AWP
813
Accretive Wealth Partners
New Jersey
$217K -$32.7K -140 -13%
BIG
814
Brooklyn Investment Group
New York
$217K +$203K +870 New
MTC
815
McDaniel Terry & Co
Texas
$215K +$199K +852 New
WC
816
Wexford Capital
Florida
$214K +$198K +846 New
CW
817
Cook Wealth
North Carolina
$213K – – –
LC
818
Lindbrook Capital
California
$213K +$2.8K +12 +1%
CI
819
Conning Inc
Connecticut
$213K +$197K +843 New
MWA
820
Muirfield Wealth Advisors
North Carolina
$211K +$195K +836 New
PCM
821
Penserra Capital Management
California
$211K -$187K -803 -49%
PCP
822
Proficio Capital Partners
Massachusetts
$211K +$194K +833 New
OL
823
Optas LLC
Texas
$209K +$193K +828 New
ANBTV
824
American National Bank & Trust (Virginia)
Virginia
$207K +$191K +817 New
GL
825
Graypoint LLC
New York
$204K +$188K +806 New
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