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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
901
Golden State Wealth Management
California
$6.93K – – –
NWM
902
Nova Wealth Management
Florida
$6.62K -$1.5K -10 -19%
PC
903
Pier Capital
Connecticut
$6.62K – – –
RS
904
Rakuten Securities
Japan
$6.62K +$6.32K +42 New
TIM
905
Tortoise Investment Management
New York
$5.67K +$903 +6 +20%
HHMI
906
Howard Hughes Medical Institute
Maryland
$5.67K +$5.42K +36 New
MCA
907
Maryland Capital Advisors
Maryland
$5.52K +$5.27K +35 New
OP
908
ORG Partners
Indiana
$5.36K +$1.05K +7 +27%
SL
909
Salomon & Ludwin
Virginia
$5.27K – – –
KG
910
Kilter Group
New York
$5.2K +$4.97K +33 New
CWA
911
Carolina Wealth Advisors
South Carolina
$5.2K – – –
CAL
912
Capital Advisors Ltd
Ohio
$5K +$301 +2 +6%
ZBNA
913
Zions Bancorporation, National Association
Utah
$4.73K -$58.4K -388 -93%
CFB
914
Cullen/Frost Bankers
Texas
$4.73K -$5.42K -36 -55%
DAM
915
Delta Asset Management
Tennessee
$4.73K – – –
RWS
916
Retirement Wealth Solutions
Wisconsin
$4.73K +$1.05K +7 +30%
HFS
917
Hughes Financial Services
Virginia
$4.62K +$2.11K +14 +117%
SO
918
Sierra Ocean
California
$4.57K -$7.23K -48 -62%
CFS
919
Compass Financial Services
Iowa
$4.57K – – –
BIA
920
Bell Investment Advisors
California
$4.41K -$1.2K -8 -22%
DIP
921
DT Investment Partners
Pennsylvania
$4.41K – – –
PWMG
922
Prestige Wealth Management Group
New Jersey
$4.25K -$452 -3 -10%
AP
923
Aspect Partners
Virginia
$4.25K -$151 -1 -4%
AIC
924
Archer Investment Corporation
Indiana
$4.25K – – –
MFT
925
Moisand Fitzgerald Tamayo
Florida
$4.25K – – –
35 36
37
38 39