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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
926
Westside Investment Management
California
$29.6K – – –
LAS
927
Lloyd Advisory Services
Georgia
$28.2K +$25.5K +146 New
CPG
928
Cornerstone Planning Group
New Jersey
$27.6K -$5.06K -29 -17%
BGA
929
Battery Global Advisors
Massachusetts
$27.2K – – –
RF
930
Rossby Financial
Florida
$27.2K +$20.1K +115 +442%
CFM
931
Compass Financial Management
Florida
$27.1K +$20.8K +119 New
BWL
932
Bogart Wealth LLC
Virginia
$27.1K +$3.66K +21 +18%
SGFG
933
Silver Grove Financial Group
New York
$24.7K +$19.4K +111 +653%
PTC
934
Private Trust Company
Ohio
$24.5K -$37K -212 -63%
CW
935
CrossGen Wealth
North Carolina
$24.3K – – –
FMII
936
Farmers & Merchants Investments Inc
Nebraska
$23.4K – – –
Q1WB
937
Quest 10 Wealth Builders
Virginia
$23.2K – – –
GXJ
938
Global X Japan
Japan
$22K +$10.5K +60 +111%
AWM
939
Activest Wealth Management
Florida
$21.8K +$2.62K +15 +15%
PB
940
Pinnacle Bancorp
Nebraska
$21.6K +$2.27K +13 +13%
JWM
941
JPL Wealth Management
Colorado
$21.4K +$872 +5 +5%
AWM
942
Ameliora Wealth Management
Switzerland
$21.4K – – –
MCM
943
Manchester Capital Management
Vermont
$20.9K -$1.74K -10 -8%
BWM
944
Bullock Wealth Management
Indiana
$20.3K +$17.4K +100 New
CCWM
945
Cassaday & Co Wealth Management
Virginia
$19.9K – – –
ADL
946
Asset Dedication LLC
California
$19.7K +$5.23K +30 +42%
ACA
947
Atlas Capital Advisors
Wyoming
$19.3K – – –
CAM
948
Costello Asset Management
Pennsylvania
$19.3K – – –
DSC
949
Duncker Streett & Co
Missouri
$19.3K – – –
SC
950
Stance Capital
Massachusetts
$19.3K +$17.4K +100 New
36 37
38
39 40