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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNA
826
Bremer Bank National Association
Minnesota
$230K -$24.5K -104 -10%
AWP
827
Accretive Wealth Partners
New Jersey
$230K – – –
BPFA
828
Barnes Pettey Financial Advisors
Mississippi
$229K -$19.4K -82 -8%
1WM
829
1858 Wealth Management
Ohio
$227K – – –
OR
830
Olympiad Research
Connecticut
$227K -$147K -621 -39%
WC
831
Wexford Capital
Florida
$226K – – –
AFAS
832
Acorn Financial Advisory Services
Virginia
$224K +$223K +945 New
IIM
833
INTECH Investment Management
Florida
$223K +$223K +943 New
FA
834
FDx Advisors
Illinois
$223K -$14.6K -62 -6%
SMA
835
Sage Mountain Advisors
Georgia
$223K +$222K +941 New
TFIPS
836
Towarzystwo Funduszy Inwestycyjnych PZU SA
$223K – – –
AF
837
Allworth Financial
California
$222K +$1.42K +6 +0.6%
PPWP
838
Premier Path Wealth Partners
New Jersey
$221K -$3.54K -15 -2%
HSA
839
HBK Sorce Advisory
Pennsylvania
$220K -$15.3K -65 -7%
AIM
840
Anchor Investment Management
South Carolina
$220K +$6.61K +28 +3%
WJWM
841
Williams Jones Wealth Management
New York
$220K -$41.8K -177 -16%
MCM
842
MAI Capital Management
Ohio
$219K -$443K -1,876 -67%
BPA
843
Beacon Pointe Advisors
California
$219K -$10.4K -44 -5%
LC
844
Lindbrook Capital
California
$219K +$16.1K +68 +8%
CIA
845
Choate Investment Advisors
Massachusetts
$218K +$217K +920 New
CAM
846
Claret Asset Management
Quebec, Canada
$218K +$217K +918 New
BTI
847
Blue Trust Inc
Georgia
$218K +$177K +749 +267%
CWM
848
Connecticut Wealth Management
Connecticut
$218K +$217K +919 New
CPIG
849
Chicago Partners Investment Group
Illinois
$218K +$225K +953 New
SGA
850
Sustainable Growth Advisers
Connecticut
$215K -$106K -450 -33%
32 33
34
35 36