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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
876
Clearstead Trust
Maine
$76.1K +$16.4K +72 +25%
PBK
877
Peoples Bank (Kansas)
Kansas
$71.3K – – –
BTI
878
Blue Trust Inc
Georgia
$71.1K +$55.9K +246 +703%
BHWM
879
Bay Harbor Wealth Management
Maryland
$70.4K -$227 -1 -0.3%
GWSG
880
GPS Wealth Strategies Group
Colorado
$66.2K – – –
MCM
881
MV Capital Management
Maryland
$64.7K +$4.32K +19 +7%
ACA
882
Atlas Capital Advisors
Wyoming
$63.4K -$88.6K -390 -57%
CA
883
Clearstead Advisors
Ohio
$63.4K – – –
FFA
884
Farther Finance Advisors
California
$62.7K +$6.36K +28 +10%
CT
885
Colonial Trust
South Carolina
$59K +$18.2K +80 +40%
CA
886
Crewe Advisors
Utah
$57.7K +$4.32K +19 +7%
AWM
887
AllSquare Wealth Management
New York
$52.6K +$15.4K +68 +38%
LS
888
Livforsakringsbolaget Skandia
Sweden
$49.3K – – –
QC
889
Quent Capital
New York
$42.9K – – –
LOIP
890
Live Oak Investment Partners
Texas
$42.7K – – –
RIL
891
Rothschild Investment LLC
Illinois
$42.3K +$8.41K +37 +23%
C
892
Covestor
United Kingdom
$39K +$6.59K +29 +19%
DMBA
893
Deseret Mutual Benefit Administrators
Utah
$38.1K – – –
SNB
894
Security National Bank
Nebraska
$37.6K – – –
JSAM
895
J. Safra Asset Management
New York
$35.9K -$109K -481 -74%
CFO
896
CVA Family Office
Colorado
$34.9K -$454 -2 -1%
MCM
897
Manchester Capital Management
Vermont
$34K +$22.5K +99 +160%
CFD
898
Creative Financial Designs
Indiana
$33.2K +$26.8K +118 +303%
CCM
899
Chilton Capital Management
Texas
$33K -$118K -518 -77%
IAIM
900
International Assets Investment Management
Florida
$32.1K +$34.5K +152 New
34 35
36
37 38