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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
901
Park Place Capital
Alabama
$33.4K +$2.54K +13 +7%
GKIM
902
GW&K Investment Management
Massachusetts
$33K -$3.51K -18 -8%
ANBT
903
American National Bank & Trust
Texas
$29.7K – – –
CPG
904
Cornerstone Planning Group
New Jersey
$29.6K +$6.44K +33 +24%
P
905
Palladiem
Pennsylvania
$29.4K – – –
CFB
906
Cullen/Frost Bankers
Texas
$29.3K +$24.2K +124 +258%
TCOT
907
Trust Company of Toledo
Ohio
$29.2K +$585 +3 +2%
HHCP
908
Hilton Head Capital Partners
South Carolina
$28.5K +$1.95K +10 +6%
GWM
909
Gilpin Wealth Management
Colorado
$27.3K +$7.8K +40 +33%
MWPCG
910
Measured Wealth Private Client Group
New Hampshire
$26.9K – – –
CFD
911
Creative Financial Designs
Indiana
$26.8K -$390 -2 -1%
WIM
912
Westside Investment Management
California
$26.5K – – –
AF
913
Advisornet Financial
Minnesota
$25.9K -$1.17K -6 -4%
CTA
914
Colonial Trust Advisors
South Carolina
$25.6K – – –
GSEP
915
Golden State Equity Partners
California
$25.2K +$28.9K +148 New
FFL
916
Financial Freedom LLC
Ohio
$24.9K +$28.5K +146 New
BGA
917
Battery Global Advisors
Massachusetts
$24K -$2.46M -12,619 -99%
TPWA
918
Twin Peaks Wealth Advisors
California
$23.2K +$26.5K +136 New
EWM
919
Evolution Wealth Management
Florida
$22.5K +$25.8K +132 New
CW
920
CrossGen Wealth
North Carolina
$21.5K – – –
DWP
921
Destiny Wealth Partners
Florida
$21.1K +$24.2K +124 New
IAIM
922
International Assets Investment Management
Florida
$20.7K +$195 +1 +0.8%
FMII
923
Farmers & Merchants Investments Inc
Nebraska
$20.6K -$195 -1 -0.8%
Q1WB
924
Quest 10 Wealth Builders
Virginia
$20.5K – – –
BWL
925
Bogart Wealth LLC
Virginia
$20.3K +$1.37K +7 +6%
35 36
37
38 39