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IQVIA

IQV

Market cap $43B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
901	NC 901 NewSquare Capital Newtown Square, Pennsylvania	$2.46K	–	–	–
902	CTB 902 Country Trust Bank Bloomington, Illinois	$2.05K	–	–	–
903	SIS 903 Sound Income Strategies Ft Lauderdale, Florida	$2.05K	–	–	–
904	BHWM 904 Bay Harbor Wealth Management Hunt Valley, Maryland	$2K	–	–	–
905	SC 905 Sierra Capital Miami, Florida	$2K	–	–	–
906	LFA 906 Level Financial Advisors East Amherst, New York	$2K	+$1.62K	+8	New
907	SFG 907 Steward Financial Group Colleyville, Texas	$2K	+$2.03K	+10	New
908	RFG 908 RFP Financial Group Atlanta, Georgia	$1.84K	+$1.82K	+9	New
909	FSWA 909 Financial Synergies Wealth Advisors Houston, Texas	$1.64K	+$608	+3	+60%
910	CFB 910 Cullen/Frost Bankers San Antonio, Texas	$1.43K	–	–	–
911	NSIM 911 North Star Investment Management Chicago, Illinois	$1.43K	+$1.42K	+7	New
912	BWM 912 BerganKDV Wealth Management Bloomington, Minnesota	$1.23K	–	–	–
913	TCA 913 Trifecta Capital Advisors Northbrook, Illinois	$1.23K	+$1.22K	+6	New
914	WWM 914 Wolff Wiese Magana Carslbad, California	$1.02K	+$811	+4	+400%
915	CWM 915 CarsonAllaria Wealth Management Glen Carbon, Illinois	$1K	–	–	–
916	RCC 916 Red Cedar Capital Omaha, Nebraska	$1K	–	–	–
917	TFGT 917 TS Financial Group (TSFG) Lake Forest, Illinois	$1K	–	–	–
918	AA 918 Addison Advisors Middlebury, Vermont	$820	–	–	–
919	GFPC 919 Global Financial Private Client Sarasota, Florida	$820	–	–	–
920	FWA 920 Freedom Wealth Alliance Brookfield, Wisconsin	$820	+$811	+4	New
921	TWD 921 True Wealth Design Akron, Ohio	$615	+$608	+3	New
922	WA 922 WestEnd Advisors Charlotte, North Carolina	$410	–	–	–
923	JWM 923 Janiczek Wealth Management Denver, Colorado	$220	–	–	–
924	SWA 924 SOA Wealth Advisors New York	$205	–	–	–
925	HL 925 Harding Loevner Bridgewater, New Jersey	–	-$124M	-684,784	Closed

IQVIA IQV Market cap $43B

IQVIA

IQV

Market cap $43B