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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
976
American National Bank & Trust
Texas
$9.08K -$22.1K -127 -73%
HNW
977
High Note Wealth
Minnesota
$8.7K +$4.36K +25 +125%
T
978
Transce3nd
Texas
$8.52K -$523 -3 -7%
GSWM
979
Golden State Wealth Management
California
$8.5K – – –
KFP
980
Kerr Financial Planning
California
$7.92K – – –
KAS
981
Kemnay Advisory Services
New York
$7.73K -$4.71K -27 -40%
HWP
982
Highline Wealth Partners
California
$7.73K +$523 +3 +8%
DWM
983
Dogwood Wealth Management
Kansas
$7.73K +$3.84K +22 +122%
SSG
984
Summit Securities Group
New York
$7.54K +$1.92K +11 +39%
S
985
Sachetta
Massachusetts
$7.34K -$7.32K -42 -53%
AF
986
Alerus Financial
North Dakota
$7.15K – – –
SWM
987
SHP Wealth Management
Massachusetts
$7.04K +$174 +1 +3%
CAL
988
Capital Advisors Ltd
Ohio
$7K – – –
BA
989
Bard Associates
Illinois
$6.76K +$6.1K +35 New
PUI
990
Purpose Unlimited Inc
$6.49K +$5.75K +33 New
PWA
991
Physician Wealth Advisors
Utah
$6.38K -$2.62K -15 -31%
SC
992
SouthState Corp
Florida
$6.38K +$698 +4 +14%
CWA
993
Carolina Wealth Advisors
South Carolina
$6.38K – – –
RWM
994
Raffa Wealth Management
District of Columbia
$6.38K – – –
SL
995
Salomon & Ludwin
Virginia
$6.3K -$11.9K -68 -69%
APW
996
Allied Private Wealth
Florida
$6.11K +$5.23K +30 New
AP
997
Aspect Partners
Virginia
$5.99K -$1.57K -9 -23%
TAP
998
Tounjian Advisory Partners
Florida
$5.99K +$5.41K +31 New
FC
999
Financial Consulate
Maryland
$5.8K +$1.4K +8 +36%
BIA
1000
Bell Investment Advisors
California
$5.41K -$1.4K -8 -22%
38 39
40
41 42