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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
976
Boreal Capital Management
Florida
$9.66K – – –
AWM
977
Aberdeen Wealth Management
Illinois
$9.66K +$8.72K +50 New
FMP
978
Financial Management Professionals
Texas
$9.47K – – –
MCA
979
Midwest Capital Advisors
Michigan
$9.47K – – –
CFM
980
Cornerstone Financial Management
Massachusetts
$9.08K +$4.88K +28 +147%
ANBT
981
American National Bank & Trust
Texas
$9.08K -$22.1K -127 -73%
HNW
982
High Note Wealth
Minnesota
$8.7K +$4.36K +25 +125%
T
983
Transce3nd
Texas
$8.52K -$523 -3 -7%
GSWM
984
Golden State Wealth Management
California
$8.5K – – –
KFP
985
Kerr Financial Planning
California
$7.92K – – –
KAS
986
Kemnay Advisory Services
New York
$7.73K -$4.71K -27 -40%
HWP
987
Highline Wealth Partners
California
$7.73K +$523 +3 +8%
DWM
988
Dogwood Wealth Management
Kansas
$7.73K +$3.84K +22 +122%
SSG
989
Summit Securities Group
New York
$7.54K +$1.92K +11 +39%
S
990
Sachetta
Massachusetts
$7.34K -$7.32K -42 -53%
AF
991
Alerus Financial
North Dakota
$7.15K – – –
SWM
992
SHP Wealth Management
Massachusetts
$7.04K +$174 +1 +3%
CAL
993
Capital Advisors Ltd
Ohio
$7K – – –
BA
994
Bard Associates
Illinois
$6.76K +$6.1K +35 New
PUI
995
Purpose Unlimited Inc
$6.49K +$5.75K +33 New
PWA
996
Physician Wealth Advisors
Utah
$6.38K -$2.62K -15 -31%
SC
997
SouthState Corp
Florida
$6.38K +$698 +4 +14%
CWA
998
Carolina Wealth Advisors
South Carolina
$6.38K – – –
RWM
999
Raffa Wealth Management
District of Columbia
$6.38K – – –
SL
1000
Salomon & Ludwin
Virginia
$6.3K -$11.9K -68 -69%
38 39
40
41 42