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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
926
Dunhill Financial
United Kingdom
$6.82K -$4.85K -23 -40%
CWA
927
Carolina Wealth Advisors
South Carolina
$6.49K – – –
SO
928
Sierra Ocean
California
$6.49K +$6.96K +33 New
AF
929
Advisornet Financial
Minnesota
$6.29K -$844 -4 -11%
CI
930
Clal Insurance
Israel
$6K +$6.33K +30 New
PWMG
931
Prestige Wealth Management Group
New Jersey
$5.9K – – –
CA
932
CoreCap Advisors
Michigan
$5.89K -$1.05K -5 -14%
DAM
933
Delta Asset Management
Tennessee
$5.89K – – –
TIM
934
Tortoise Investment Management
New York
$5.89K – – –
CFS
935
Compass Financial Services
Iowa
$5.7K +$6.12K +29 New
MSWM
936
Mowery & Schoenfeld Wealth Management
Illinois
$5.7K +$6.12K +29 New
DIP
937
DT Investment Partners
Pennsylvania
$5.5K – – –
AP
938
Aspect Partners
Virginia
$5.5K -$211 -1 -3%
SC
939
SouthState Corp
Florida
$5.5K +$2.11K +10 +56%
BIA
940
Bell Investment Advisors
California
$5.31K -$2.11K -10 -27%
MFT
941
Moisand Fitzgerald Tamayo
Florida
$5.31K – – –
BBPWM
942
Blue Bell Private Wealth Management
Pennsylvania
$5.31K +$1.05K +5 +23%
CWC
943
Carolinas Wealth Consulting
North Carolina
$5.11K +$422 +2 +8%
CMP
944
Coston McIsaac & Partners
Maine
$5K – – –
HWA
945
HHM Wealth Advisors
Tennessee
$4.52K – – –
TH
946
TCTC Holdings
Texas
$4.52K +$4.85K +23 New
RF
947
Robinswood Financial
Washington
$4.52K – – –
S
948
Sachetta
Massachusetts
$4.13K -$633 -3 -13%
RBC
949
Roble Belko & Company
Pennsylvania
$4K – – –
KIM
950
Kestra Investment Management
Texas
$3.93K +$4.22K +20 New
36 37
38
39 40