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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
951
Abound Wealth Management
Tennessee
$3.83K -$633 -3 -14%
DPW
952
DiNuzzo Private Wealth
Pennsylvania
$3.54K – – –
NC
953
NewSquare Capital
Pennsylvania
$3.54K +$3.8K +18 New
TCOV
954
Trust Company of Vermont
Vermont
$3.34K -$211 -1 -6%
RWM
955
Raffa Wealth Management
District of Columbia
$3.34K – – –
TFM
956
TFC Financial Management
Massachusetts
$3.34K – – –
EBA
957
Eagle Bay Advisors
New York
$3.14K -$6.96K -33 -67%
WB
958
Webster Bank
Connecticut
$3.14K – – –
AW
959
Avion Wealth
Texas
$3K -$2.11K -10 -38%
BCWM
960
Bartlett & Co Wealth Management
Ohio
$2.95K +$3.16K +15 New
PWMG
961
Private Wealth Management Group
New Jersey
$2.75K +$633 +3 +27%
WBC
962
West Branch Capital
Massachusetts
$2.56K +$2.74K +13 New
CSC
963
Caldwell Sutter Capital
California
$2.36K – – –
LIS
964
Legacy Investment Solutions
Idaho
$2.29K +$2.32K +11 New
LWMI
965
Legacy Wealth Management (Idaho)
Idaho
$2.29K +$2.32K +11 New
IRC
966
Investors Research Corp
Georgia
$2.16K – – –
JFA
967
JNBA Financial Advisors
Minnesota
$1.97K +$2.11K +10 New
RPA
968
Redwood Park Advisors
California
$1.97K +$2.11K +10 New
HFS
969
Horizon Financial Services
North Carolina
$1.97K – – –
CIAS
970
CBIZ Investment Advisory Services
Ohio
$1.97K +$2.11K +10 New
HCA
971
Heck Capital Advisors
Wisconsin
$1.97K +$2.11K +10 New
RS
972
Rakuten Securities
Japan
$1.97K +$2.11K +10 New
APW
973
Aventura Private Wealth
Florida
$1.77K +$1.9K +9 New
PB
974
Pinnacle Bancorp
Nebraska
$1.77K +$1.9K +9 New
RWPA
975
Richard W. Paul & Associates
Michigan
$1.57K -$277K -1,313 -99%
37 38
39
40 41