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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
876
Spurstone Advisory Services
Connecticut
$11.8K +$11.3K +75 New
RA
877
Rational Advisors
New York
$11.3K +$10.8K +72 New
LFASL
878
Lugano Financial Advisors SA (LFA)
Switzerland
$11.2K +$10.7K +71 New
RTL
879
Red Tortoise LLC
Georgia
$10.9K +$301 +2 +3%
CNBTD
880
Citizens National Bank Trust Department
Mississippi
$10.7K – – –
JWA
881
JFS Wealth Advisors
Pennsylvania
$10.6K -$2.41K -16 -19%
CIAS
882
CBIZ Investment Advisory Services
Ohio
$10.4K +$8.43K +56 +560%
ME
883
McIlrath & Eck
Washington
$10.2K – – –
DWM
884
Dogwood Wealth Management
Kansas
$10K +$7.38K +49 +408%
SC
885
SouthState Corp
Florida
$9.93K +$452 +3 +5%
MAM
886
Meeder Asset Management
Ohio
$9.14K +$1.66K +11 +23%
AW
887
Avion Wealth
Texas
$9K +$6.47K +43 +269%
MSWA
888
Marshall & Sterling Wealth Advisors
New York
$8.82K +$8.43K +56 New
PWMG
889
Private Wealth Management Group
New Jersey
$8.67K +$7.83K +52 +1,733%
BCMLT
890
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.67K – – –
TPWA
891
Twin Peaks Wealth Advisors
California
$8.55K +$6.92K +46 New
TC
892
Truvestments Capital
Florida
$8.51K – – –
FFA
893
Frazier Financial Advisors
Ohio
$7.88K – – –
BCM
894
Boreal Capital Management
Florida
$7.88K +$7.53K +50 New
FMP
895
Financial Management Professionals
Texas
$7.72K -$151 -1 -2%
MCA
896
Midwest Capital Advisors
Michigan
$7.72K – – –
WIM
897
Westside Investment Management
California
$7.48K +$6.92K +46 New
WA
898
Whipplewood Advisors
Colorado
$7.09K -$484K -3,214 -99%
CAL
899
Capital Analysts LLC
Pennsylvania
$7K – – –
WTFG
900
Wood Tarver Financial Group
Idaho
$7K – – –
34 35
36
37 38