We are live on ! Find out more
IQV icon

IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
KFC
801
Klingenstein Fields & Co
New York
$225K – – –
AWM
802
Angeles Wealth Management
California
$224K +$17K +87 +7%
AWA
803
ARQ Wealth Advisors
Arizona
$224K +$256K +1,311 New
FCBT
804
First Citizens Bank & Trust
North Carolina
$221K -$20.9K -107 -8%
FA
805
FDx Advisors
Illinois
$221K +$252K +1,293 New
IPW
806
Impact Partnership Wealth
Georgia
$221K -$59.3K -304 -19%
NRW
807
Nova R Wealth
Kansas
$218K +$10.7K +55 +4%
RAM
808
RWC Asset Management
United Kingdom
$216K +$5.85K +30 +2%
HNB
809
Huntington National Bank
Ohio
$213K +$1.37K +7 +0.6%
CNB
810
Camden National Bank
Maine
$212K +$23.8K +122 +11%
TWM
811
TRB Wealth Management
Texas
$212K +$242K +1,241 New
MWP
812
Meriwether Wealth & Planning
Louisiana
$211K +$242K +1,239 New
AC
813
Apella Capital
Connecticut
$211K +$11.3K +58 +5%
DW30
814
Drucker Wealth 3.0
New Jersey
$211K +$195 +1 +0.1%
EFG
815
Ethos Financial Group
Pennsylvania
$210K – – –
LFAS
816
Level Four Advisory Services
Texas
$210K +$4.1K +21 +2%
IFU
817
iSAM Funds (UK)
United Kingdom
$209K -$486K -2,493 -67%
CCM
818
Coerente Capital Management
Ontario, Canada
$209K – – –
IBOK
819
Independence Bank of Kentucky
Kentucky
$209K +$4.1K +21 +2%
BC
820
Bridgefront Capital
Texas
$209K +$239K +1,225 New
PPWP
821
Premier Path Wealth Partners
New Jersey
$208K -$54.8K -281 -19%
AGP
822
Aspire Growth Partners
Florida
$207K -$5.46K -28 -2%
SIC
823
Salem Investment Counselors
North Carolina
$206K -$58.5K -300 -20%
EAM
824
Erste Asset Management
Austria
$204K -$12.6M -64,514 -98%
MPWT
825
MassMutual Private Wealth & Trust
Connecticut
$204K -$15.4K -79 -6%
31 32
33
34 35