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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
851
Lee, Danner & Bass
Tennessee
$44.2K +$47.4K +225 New
CH
852
Cromwell Holdings
Wyoming
$43.6K -$72.8K -345 -61%
SAM
853
Synergy Asset Management
Washington
$40K +$35.6K +169 New
HFS
854
Hantz Financial Services
Michigan
$40K -$121K -574 -74%
LOIP
855
Live Oak Investment Partners
Texas
$39.3K – – –
GCM
856
GKV Capital Management
California
$39.3K +$42.2K +200 New
HWM
857
Hemington Wealth Management
Virginia
$38K -$2.11K -10 -5%
CFO
858
CVA Family Office
Colorado
$37.9K +$3.16K +15 +8%
DMBA
859
Deseret Mutual Benefit Administrators
Utah
$35.4K – – –
SNB
860
Security National Bank
Nebraska
$35K – – –
CFD
861
Creative Financial Designs
Indiana
$34.2K – – –
JSAM
862
J. Safra Asset Management
New York
$33.6K -$1.05K -5 -3%
MCM
863
Manchester Capital Management
Vermont
$32.4K -$10.8K -51 -24%
BLC
864
Brown, Lisle/Cummings
Rhode Island
$29.7K +$4.01K +19 +14%
BGA
865
Battery Global Advisors
Massachusetts
$27.7K – – –
AWM
866
Activest Wealth Management
Florida
$26.5K -$55.9K -265 -66%
RTC
867
Riverview Trust Company
Washington
$26.5K +$1.05K +5 +4%
LFG
868
Larson Financial Group
Missouri
$25.7K -$63.3K -300 -70%
RA
869
Rise Advisors
New York
$25K +$633 +3 +2%
FMII
870
Farmers & Merchants Investments Inc
Nebraska
$24.6K – – –
RIL
871
Rothschild Investment LLC
Illinois
$23.8K -$13.3K -63 -34%
CP
872
Castleview Partners
Texas
$23.4K – – –
PPC
873
Park Place Capital
Alabama
$23.4K – – –
GWSA
874
Global Wealth Strategies & Associates
Colorado
$23.2K – – –
BGAI
875
Bruce G. Allen Investments
Colorado
$22.8K -$27.2K -129 -53%
33 34
35
36 37