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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
801
IFP Advisors
Florida
$260K +$23.8K +101 +10%
HCM
802
Howard Capital Management
Georgia
$259K +$258K +1,093 New
NWAG
803
Net Worth Advisory Group
Utah
$259K +$258K +1,092 New
FAFN
804
First Affirmative Financial Network
Colorado
$252K -$5.9K -25 -2%
SFI
805
SPC Financial Inc
Maryland
$250K +$7.32K +31 +3%
SL
806
Sentinus LLC
Illinois
$247K +$6.14K +26 +3%
FLII
807
First Long Island Investors
New York
$246K – – –
MWA
808
Muirfield Wealth Advisors
North Carolina
$246K +$245K +1,038 New
BJL
809
Brighton Jones LLC
Washington
$246K +$21K +89 +9%
MCWA
810
Meadow Creek Wealth Advisors
Georgia
$246K – – –
MWM
811
MGB Wealth Management
Texas
$245K – – –
PFS
812
Prospera Financial Services
Texas
$245K +$244K +1,033 New
TPCW
813
TD Private Client Wealth
New York
$244K +$18.9K +80 +8%
CP
814
Capital Planning
Washington
$238K +$1.42K +6 +0.6%
KFSC
815
Keystone Financial Services (Colorado)
Colorado
$238K +$237K +1,005 New
MPWT
816
MassMutual Private Wealth & Trust
Connecticut
$238K +$2.12K +9 +0.9%
AWA
817
Aaron Wealth Advisors
Illinois
$238K +$237K +1,003 New
GF
818
Gabelli Funds
New York
$237K – – –
AWA
819
Arkadios Wealth Advisors
Georgia
$237K +$9.68K +41 +4%
SCM
820
Shelton Capital Management
Colorado
$236K -$20.5K -87 -8%
IWA
821
Icon Wealth Advisors
Texas
$232K +$109K +460 +88%
TCOTS
822
Trust Company of the South
North Carolina
$232K +$231K +980 New
CIM
823
CIM Investment Management
Pennsylvania
$232K -$8.5K -36 -4%
SAM
824
Smartleaf Asset Management
Massachusetts
$232K +$95.1K +403 +69%
KP
825
Keel Point
Alabama
$231K +$3.31K +14 +1%
31 32
33
34 35