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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
851
CVA Family Office
Colorado
$127K +$17.2K +88 +13%
BG
852
Bellevue Group
Switzerland
$126K -$7.91M -40,527 -98%
OC
853
Oakworth Capital
Alabama
$122K -$20.9K -107 -13%
BHWM
854
Bay Harbor Wealth Management
Maryland
$121K +$21.5K +110 +18%
PWPS
855
Pinnacle Wealth Planning Services
Ohio
$118K +$37.7K +193 +39%
AUB
856
Atlantic Union Bankshares
Virginia
$118K +$3.51K +18 +2%
LS
857
Livforsakringsbolaget Skandia
Sweden
$108K – – –
TWD
858
True Wealth Design
Ohio
$107K -$23.6K -121 -16%
WWM
859
Wolff Wiese Magana
California
$103K – – –
WG
860
Wellington Group
Indiana
$102K +$116K +597 New
CH
861
Cromwell Holdings
Wyoming
$98.2K – – –
LFG
862
Larson Financial Group
Missouri
$89K +$51.3K +263 +102%
JWA
863
JFS Wealth Advisors
Pennsylvania
$81.5K -$26.1K -134 -17%
PFBT
864
Parkside Financial Bank & Trust
Missouri
$80.8K +$8.19K +42 +10%
TFA
865
Transamerica Financial Advisors
Florida
$80.8K -$4.1K -21 -4%
OL
866
OneFund LLC
Florida
$80.5K -$10.9K -56 -11%
IWS
867
Intentional Wealth Strategies
Colorado
$79.5K +$90.9K +466 New
BFPW
868
BOK Financial Private Wealth
Colorado
$78.8K – – –
AF
869
Abound Financial
California
$77.9K – – –
WPA
870
Wealth Preservation Advisors
Tennessee
$77.3K -$2.54K -13 -3%
DJSG
871
D.J. St. Germain
Massachusetts
$76.9K – – –
BTI
872
Blue Trust Inc
Georgia
$75.4K -$18.5K -95 -18%
RIL
873
Rothschild Investment LLC
Illinois
$75.2K -$91.5K -469 -52%
HC
874
Hara Capital
Washington
$75K +$19.5K +100 +29%
DMBA
875
Deseret Mutual Benefit Administrators
Utah
$72.3K +$41.8K +214 +102%
33 34
35
36 37