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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
851
One Wealth Advisors
California
$245K +$236K +1,085 New
DS
852
DRW Securities
Illinois
$244K +$237K +1,087 New
MWM
853
Modern Wealth Management
Kansas
$244K +$236K +1,083 New
CA
854
Cannon Advisors
North Carolina
$241K – – –
AFAS
855
Acorn Financial Advisory Services
Virginia
$241K +$232K +1,068 New
CAM
856
Cidel Asset Management
Ontario, Canada
$237K +$229K +1,052 New
FNB
857
Farmers National Bank
Kentucky
$236K +$228K +1,049 New
PTP
858
Platform Technology Partners
New York
$236K -$59.2K -272 -21%
SBFM
859
S-Bank Fund Management
Finland
$236K -$60.5K -278 -21%
SIA
860
Soltis Investment Advisors
Utah
$233K +$225K +1,035 New
WC
861
Wexford Capital
Florida
$233K -$52.4K -241 -19%
CWP
862
Cyndeo Wealth Partners
Florida
$232K +$224K +1,030 New
MYIA
863
Mount Yale Investment Advisors
Colorado
$232K +$224K +1,030 New
BWP
864
BSW Wealth Partners
Colorado
$230K +$222K +1,019 New
MCWA
865
Meadow Creek Wealth Advisors
Georgia
$229K -$2.61K -12 -1%
DCM
866
DGS Capital Management
New Jersey
$227K +$220K +1,009 New
VAS
867
Vestmark Advisory Solutions
Massachusetts
$226K +$218K +1,002 New
KFA
868
Kelleher Financial Advisors
New York
$225K – – –
WSFS
869
Wilmington Savings Fund Society
Delaware
$225K – – –
BBP
870
Banco BTG Pactual
Brazil
$225K +$218K +1,000 New
LA
871
Lifeworks Advisors
Michigan
$225K +$217K +997 New
SOS
872
Silver Oak Securities
Tennessee
$224K +$214K +984 New
PW
873
Pandora Wealth
Illinois
$223K – – –
PWM
874
Power Wealth Management
Georgia
$221K +$213K +979 New
TAM
875
Tocqueville Asset Management
New York
$220K +$213K +977 New
33 34
35
36 37