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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
901
Cornerstone Planning Group
New Jersey
$11.6K +$2.95K +14 +33%
CMA
902
Cedar Mountain Advisors
Oregon
$10.8K -$2.11K -10 -15%
BCMLT
903
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.8K – – –
CFB
904
Cullen/Frost Bankers
Texas
$10.8K +$5.06K +24 +77%
JFGIW
905
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.7K -$118K -560 -91%
T
906
Transce3nd
Texas
$10.6K +$11.4K +54 New
GXJ
907
Global X Japan
Japan
$10.4K -$7.59K -36 -40%
SL
908
Salomon & Ludwin
Virginia
$10.4K -$5.06K -24 -31%
CAL
909
Capital Advisors Ltd
Ohio
$10K +$2.74K +13 +36%
FFA
910
Frazier Financial Advisors
Ohio
$9.87K – – –
CB
911
CNB Bank
Pennsylvania
$9.63K -$1.9K -9 -16%
MCA
912
Midwest Capital Advisors
Michigan
$9.63K +$10.3K +49 New
CAL
913
Capital Analysts LLC
Pennsylvania
$9K -$2.32K -11 -19%
WTFG
914
Wood Tarver Financial Group
Idaho
$9K +$10.5K +50 New
FMP
915
Financial Management Professionals
Texas
$8.84K -$9.91K -47 -51%
RWM
916
Ruedi Wealth Management
Illinois
$8.84K – – –
WA
917
Whipplewood Advisors
Colorado
$8.84K +$9.49K +45 New
GFPC
918
Global Financial Private Client
Florida
$8.65K -$2.32K -11 -20%
GSWM
919
Golden State Wealth Management
California
$8.65K +$9.28K +44 New
CJH
920
Christopher J. Hasenberg
Wisconsin
$8.45K – – –
CYG
921
Clean Yield Group
Vermont
$8.25K – – –
PC
922
Pier Capital
Connecticut
$8.25K +$2.53K +12 +40%
FG
923
Fairman Group
Pennsylvania
$8.06K -$4.22K -20 -33%
SIC
924
SJS Investment Consulting
Ohio
$7.47K +$3.8K +18 +90%
WA
925
WPG Advisers
Maryland
$7.27K +$7.8K +37 New
35 36
37
38 39