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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
826
AllSquare Wealth Management
New York
$49.2K +$19.1K +127 +69%
BGAI
827
Bruce G. Allen Investments
Colorado
$48.7K -$2.11K -14 -4%
NC
828
NewSquare Capital
Pennsylvania
$45.9K +$28.5K +189 +185%
MCM
829
MV Capital Management
Maryland
$44.1K +$2.86K +19 +7%
RIL
830
Rothschild Investment LLC
Illinois
$42.4K +$18.7K +124 +86%
JSAM
831
J. Safra Asset Management
New York
$39.4K +$25.4K +169 +209%
TCOT
832
Trust Company of Toledo
Ohio
$38.6K +$36.9K +245 New
ADL
833
Asset Dedication LLC
California
$38.3K +$25.3K +168 +224%
CT
834
Clearstead Trust
Maine
$34.8K -$10.1K -67 -23%
CCM
835
Chilton Capital Management
Texas
$34.5K -$27.4K -182 -45%
PWAM
836
Private Wealth Asset Management
Iowa
$34.4K -$23.6K -157 -42%
GKIM
837
GW&K Investment Management
Massachusetts
$34K +$23.6K +157 +275%
CI
838
Clal Insurance
Israel
$32K +$6.47K +43 +27%
HPC
839
HM Payson & Co
Maine
$31.5K -$30.1K -200 -50%
AF
840
Alerus Financial
North Dakota
$30.3K +$28.9K +192 New
PPC
841
Park Place Capital
Alabama
$29.8K +$3.76K +25 +16%
DMBA
842
Deseret Mutual Benefit Administrators
Utah
$28.4K – – –
HWM
843
Hemington Wealth Management
Virginia
$28K -$6.17K -41 -18%
ANBT
844
American National Bank & Trust
Texas
$25.8K +$2.86K +19 +13%
CFD
845
Creative Financial Designs
Indiana
$24.7K -$2.26K -15 -9%
ABWM
846
Alpine Bank Wealth Management
Colorado
$24.1K +$6.92K +46 +43%
CTA
847
Colonial Trust Advisors
South Carolina
$23.6K -$45.2K -300 -67%
SN
848
Sittner & Nelson
Oregon
$23.6K +$22.6K +150 New
MCM
849
Manchester Capital Management
Vermont
$23.2K +$602 +4 +3%
SWIG
850
Strategic Wealth Investment Group
Kentucky
$22.5K +$21.5K +143 New
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