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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
826
GSA Capital Partners
United Kingdom
$230K +$229K +970 New
BBNA
827
Bremer Bank National Association
Minnesota
$230K -$24.5K -104 -10%
AWP
828
Accretive Wealth Partners
New Jersey
$230K – – –
BPFA
829
Barnes Pettey Financial Advisors
Mississippi
$229K -$19.4K -82 -8%
1WM
830
1858 Wealth Management
Ohio
$227K – – –
OR
831
Olympiad Research
Connecticut
$227K -$147K -621 -39%
WC
832
Wexford Capital
Florida
$226K – – –
AFAS
833
Acorn Financial Advisory Services
Virginia
$224K +$223K +945 New
IIM
834
INTECH Investment Management
Florida
$223K +$223K +943 New
FA
835
FDx Advisors
Illinois
$223K -$14.6K -62 -6%
SMA
836
Sage Mountain Advisors
Georgia
$223K +$222K +941 New
TFIPS
837
Towarzystwo Funduszy Inwestycyjnych PZU SA
$223K – – –
AF
838
Allworth Financial
California
$222K +$1.42K +6 +0.6%
PPWP
839
Premier Path Wealth Partners
New Jersey
$221K -$3.54K -15 -2%
HSA
840
HBK Sorce Advisory
Pennsylvania
$220K -$15.3K -65 -7%
AIM
841
Anchor Investment Management
South Carolina
$220K +$6.61K +28 +3%
WJWM
842
Williams Jones Wealth Management
New York
$220K -$41.8K -177 -16%
MCM
843
MAI Capital Management
Ohio
$219K -$443K -1,876 -67%
BPA
844
Beacon Pointe Advisors
California
$219K -$10.4K -44 -5%
LC
845
Lindbrook Capital
California
$219K +$16.1K +68 +8%
CIA
846
Choate Investment Advisors
Massachusetts
$218K +$217K +920 New
CAM
847
Claret Asset Management
Quebec, Canada
$218K +$217K +918 New
BTI
848
Blue Trust Inc
Georgia
$218K +$177K +749 +267%
CWM
849
Connecticut Wealth Management
Connecticut
$218K +$217K +919 New
CPIG
850
Chicago Partners Investment Group
Illinois
$218K +$225K +953 New
32 33
34
35 36