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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
826
Accredited Investors
Minnesota
$214K +$193K +1,107 New
RCA
827
Resonant Capital Advisors
Wisconsin
$213K +$192K +1,100 New
AO
828
Advisor OS
Illinois
$211K +$191K +1,093 New
JTWM
829
Jackson Thornton Wealth Management
Alabama
$211K +$190K +1,092 New
WWC
830
Waypoint Wealth Counsel
Georgia
$210K -$109K -624 -36%
EP
831
Essential Partners
California
$209K -$68K -390 -27%
LFAS
832
Level Four Advisory Services
Texas
$208K -$26.3K -151 -12%
SACTSONJ
833
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$207K +$187K +1,070 New
CWG
834
Cornerstone Wealth Group
North Carolina
$206K +$186K +1,065 New
ZIM
835
Zacks Investment Management
Illinois
$204K -$80.6K -462 -30%
WTC
836
WhitTier Trust Company
Nevada
$204K -$312K -1,790 -65%
WPC
837
Wedmont Private Capital
Pennsylvania
$203K +$170K +975 New
CTC
838
Central Trust Company
Missouri
$202K -$62.3K -357 -26%
VWM
839
Venturi Wealth Management
Texas
$201K +$182K +1,041 New
FRA
840
Frank Rimerman Advisors
California
$201K +$181K +1,040 New
TP
841
TritonPoint Partners
Maryland
$200K +$181K +1,036 New
DCU
842
Dara Capital US
Florida
$199K +$42.4K +243 +31%
CA
843
Clearstead Advisors
Ohio
$193K -$853K -4,890 -83%
CFFP
844
Center for Financial Planning
Michigan
$191K -$67.7K -388 -28%
PCM
845
Penserra Capital Management
California
$190K +$4.71K +27 +3%
MEG
846
Millstone Evans Group
Colorado
$180K – – –
SOS
847
Silver Oak Securities
Tennessee
$175K +$158K +904 New
MB
848
MidFirst Bank
Oklahoma
$174K +$1.22K +7 +0.8%
MG
849
Mather Group
Illinois
$171K +$9.77K +56 +7%
CSP
850
Cary Street Partners
Virginia
$164K -$1.74K -10 -1%
32 33
34
35 36