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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
LGF
801
LGT Group Foundation
Liechtenstein
$309K – – –
IA
802
IFP Advisors
Florida
$308K -$58.7K -270 -17%
IWA
803
Icon Wealth Advisors
Texas
$308K +$82.2K +378 +38%
SAM
804
Smartleaf Asset Management
Massachusetts
$307K -$218 -1 -0.1%
WC
805
Waterloo Capital
Texas
$300K +$53.1K +244 +22%
ST
806
Smithfield Trust
Pennsylvania
$300K -$7.4K -34 -2%
NB
807
NBT Bank
New York
$299K +$17.8K +82 +6%
KFC
808
Klingenstein Fields & Co
New York
$298K – – –
KFSC
809
Keystone Financial Services (Colorado)
Colorado
$293K -$22.2K -102 -7%
OCA
810
OpenArc Corporate Advisory
Georgia
$293K +$283K +1,302 New
CAP
811
Cordoba Advisory Partners
New York
$293K +$283K +1,299 New
TPI
812
Trust Point Inc
Wisconsin
$292K -$57K -262 -17%
CCA
813
Checchi Capital Advisers
California
$292K -$4.35K -20 -2%
WBC
814
Westpac Banking Corp
Australia
$291K -$50.3K -231 -15%
IC
815
Inscription Capital
Texas
$287K +$435 +2 +0.2%
MPWT
816
MassMutual Private Wealth & Trust
Connecticut
$287K +$1.74K +8 +0.6%
BFIM
817
Beese Fulmer Investment Management
Ohio
$282K +$272K +1,252 New
CL
818
CSS LLC
Illinois
$282K -$313K -1,440 -54%
AO
819
Advisor OS
Illinois
$281K +$37.6K +173 +16%
HNB
820
Huntington National Bank
Ohio
$280K +$59.6K +274 +28%
MMA
821
Miracle Mile Advisors
California
$280K +$270K +1,242 New
AGP
822
Aspire Growth Partners
Florida
$279K +$1.3K +6 +0.5%
RAM
823
RWC Asset Management
United Kingdom
$279K +$23.3K +107 +9%
KAM
824
Knightsbridge Asset Management
California
$278K +$269K +1,235 New
EFG
825
Ethos Financial Group
Pennsylvania
$278K +$268K +1,234 New
31 32
33
34 35