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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
951
Raffa Wealth Management
District of Columbia
$3.99K +$727 +4 +24%
CCM
952
Chilton Capital Management
Texas
$3.8K -$36.2K -199 -91%
AWM
953
Activest Wealth Management
Florida
$3.8K +$546 +3 +18%
SIS
954
Sound Income Strategies
Florida
$3.65K – – –
JWM
955
JPL Wealth Management
Colorado
$3.61K +$3.46K +19 New
AWM
956
Abound Wealth Management
Tennessee
$3.42K – – –
PA
957
Pineridge Advisors
Missouri
$3.42K – – –
FC
958
Financial Consulate
Maryland
$3.42K +$3.27K +18 New
TFM
959
TFC Financial Management
Massachusetts
$3.23K – – –
TCOV
960
Trust Company of Vermont
Vermont
$3.23K – – –
PWA
961
Principia Wealth Advisory
Texas
$3.23K +$182 +1 +6%
IWM
962
IMG Wealth Management
Florida
$3.04K – – –
WA
963
WPG Advisers
Maryland
$3.04K – – –
BFS
964
Bare Financial Services
Pennsylvania
$3.04K +$1.09K +6 +60%
FUBT
965
First United Bank & Trust
Maryland
$3.04K +$2.91K +16 New
PWMG
966
Prestige Wealth Management Group
New Jersey
$2.28K -$2.73K -15 -56%
CSC
967
Caldwell Sutter Capital
California
$2.28K – – –
GBT
968
Grove Bank & Trust
Florida
$2.28K – – –
DPW
969
DiNuzzo Private Wealth
Pennsylvania
$2.1K – – –
CCM
970
Cloud Capital Management
Washington
$2K +$2K +11 New
VNA
971
Valley National Advisers
Pennsylvania
$2K +$2.18K +12 New
MAM
972
Marquette Asset Management
Minnesota
$1.9K +$1.82K +10 New
RWS
973
Retirement Wealth Solutions
Wisconsin
$1.71K -$3.82K -21 -70%
NL
974
NVWM LLC
Pennsylvania
$1.52K +$182 +1 +14%
SIC
975
SJS Investment Consulting
Ohio
$1.52K +$1.46K +8 New
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39
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