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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
951
Cary Street Partners Investment Advisory
Virginia
$77.3K +$74.6K +343 New
HC
952
Hara Capital
Washington
$76.6K -$15.2K -70 -17%
CB
953
Community Bank
New York
$72.8K – – –
BGAI
954
Bruce G. Allen Investments
Colorado
$72.6K -$2.18K -10 -3%
MCM
955
MV Capital Management
Maryland
$68.1K +$1.52K +7 +2%
JFGIW
956
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67.2K +$65.7K +302 +109%
RFP
957
Root Financial Partners
California
$66.7K +$15.2K +70 +31%
CIAM
958
Caitong International Asset Management
Hong Kong
$66.3K +$11.3K +52 +21%
QL
959
Quarry LP
New York
$62.4K +$60.3K +277 New
SS
960
SBI Securities
Japan
$60.2K -$18.5K -85 -24%
LFG
961
Larson Financial Group
Missouri
$58.4K +$8.27K +38 +17%
SSG
962
Summit Securities Group
New York
$56.8K -$8.7K -40 -14%
DE
963
DV Equities
Illinois
$53.2K +$51.3K +236 New
PWAM
964
Private Wealth Asset Management
Iowa
$49.1K – – –
GKIM
965
GW&K Investment Management
Massachusetts
$48K – – –
DMBA
966
Deseret Mutual Benefit Administrators
Utah
$47.3K – – –
OC
967
Optima Capital
Oregon
$47.1K +$45.5K +209 New
C
968
Covestor
United Kingdom
$46K -$58.5K -269 -57%
HPC
969
HM Payson & Co
Maine
$45.1K – – –
LAS
970
Lloyd Advisory Services
Georgia
$44K +$42.4K +195 New
SAG
971
SageView Advisory Group
California
$43.7K +$42.2K +194 New
PPC
972
Park Place Capital
Alabama
$41.3K – – –
SEP
973
Signature Equity Partners
Ohio
$40.1K +$38.7K +178 New
P
974
Palladiem
Pennsylvania
$39.6K +$37.9K +174 New
ANBT
975
American National Bank & Trust
Texas
$39.2K – – –
37 38
39
40 41