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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
S
951
Sachetta
Massachusetts
$10.3K -$195 -1 -1%
MPW
952
MASECO Private Wealth
$10.2K – – –
TGY2IT
953
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$10.1K +$11.5K +59 New
AW
954
Avion Wealth
Texas
$10K +$1.17K +6 +11%
PWMG
955
Private Wealth Management Group
New Jersey
$9.55K +$195 +1 +2%
GWSA
956
Global Wealth Strategies & Associates
Colorado
$9.38K -$12.3K -63 -53%
RA
957
Rational Advisors
New York
$9.21K – – –
GXJ
958
Global X Japan
Japan
$9.21K +$10.5K +54 New
KG
959
Kilter Group
New York
$8.87K -$780 -4 -7%
BCM
960
Boreal Capital Management
Florida
$8.53K – – –
FFA
961
Frazier Financial Advisors
Ohio
$8.53K – – –
FMP
962
Financial Management Professionals
Texas
$8.36K -$1.56K -8 -14%
MCA
963
Midwest Capital Advisors
Michigan
$8.36K – – –
PWA
964
Physician Wealth Advisors
Utah
$8.19K -$19.7K -101 -68%
EWP
965
Elevation Wealth Partners
California
$8.19K +$7.61K +39 +433%
GSWM
966
Golden State Wealth Management
California
$7.5K – – –
T
967
Transce3nd
Texas
$7.5K +$1.76K +9 +26%
WA
968
Whipplewood Advisors
Colorado
$7.16K +$8.19K +42 New
HIA
969
Harbor Investment Advisory
Maryland
$6.99K -$5.27K -27 -40%
AP
970
Aspect Partners
Virginia
$6.82K – – –
KFP
971
Kerr Financial Planning
California
$6.54K – – –
AF
972
Alerus Financial
North Dakota
$6.31K -$3.71K -19 -34%
HWP
973
Highline Wealth Partners
California
$6.31K -$2.34K -12 -24%
BIA
974
Bell Investment Advisors
California
$6.14K -$9.37K -48 -57%
WAG
975
Wilkerson Advisory Group
Missouri
$6.14K +$780 +4 +13%
37 38
39
40 41