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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
801
Howard Capital Management
Georgia
$259K +$258K +1,093 New
NWAG
802
Net Worth Advisory Group
Utah
$259K +$258K +1,092 New
FAFN
803
First Affirmative Financial Network
Colorado
$252K -$5.9K -25 -2%
SFI
804
SPC Financial Inc
Maryland
$250K +$7.32K +31 +3%
SL
805
Sentinus LLC
Illinois
$247K +$6.14K +26 +3%
FLII
806
First Long Island Investors
New York
$246K – – –
MWA
807
Muirfield Wealth Advisors
North Carolina
$246K +$245K +1,038 New
BJL
808
Brighton Jones LLC
Washington
$246K +$21K +89 +9%
MCWA
809
Meadow Creek Wealth Advisors
Georgia
$246K – – –
MWM
810
MGB Wealth Management
Texas
$245K – – –
PFS
811
Prospera Financial Services
Texas
$245K +$244K +1,033 New
TPCW
812
TD Private Client Wealth
New York
$244K +$18.9K +80 +8%
CP
813
Capital Planning
Washington
$238K +$1.42K +6 +0.6%
KFSC
814
Keystone Financial Services (Colorado)
Colorado
$238K +$237K +1,005 New
MPWT
815
MassMutual Private Wealth & Trust
Connecticut
$238K +$2.12K +9 +0.9%
AWA
816
Aaron Wealth Advisors
Illinois
$238K +$237K +1,003 New
GF
817
Gabelli Funds
New York
$237K – – –
AWA
818
Arkadios Wealth Advisors
Georgia
$237K +$9.68K +41 +4%
SCM
819
Shelton Capital Management
Colorado
$236K -$20.5K -87 -8%
IWA
820
Icon Wealth Advisors
Texas
$232K +$109K +460 +88%
TCOTS
821
Trust Company of the South
North Carolina
$232K +$231K +980 New
CIM
822
CIM Investment Management
Pennsylvania
$232K -$8.5K -36 -4%
SAM
823
Smartleaf Asset Management
Massachusetts
$232K +$95.1K +403 +69%
KP
824
Keel Point
Alabama
$231K +$3.31K +14 +1%
GCP
825
GSA Capital Partners
United Kingdom
$230K +$229K +970 New
31 32
33
34 35