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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
976
SHP Wealth Management
Massachusetts
$6.04K +$4.68K +24 +218%
CAL
977
Capital Analysts LLC
Pennsylvania
$6K -$1.76K -9 -20%
CAL
978
Capital Advisors Ltd
Ohio
$6K -$1.17K -6 -15%
CWA
979
Carolina Wealth Advisors
South Carolina
$5.63K – – –
RWM
980
Raffa Wealth Management
District of Columbia
$5.63K +$390 +2 +6%
BLC
981
Brown, Lisle/Cummings
Rhode Island
$5.46K -$20.3K -104 -76%
JGCM
982
Joseph Group Capital Management
Ohio
$5.46K +$6.24K +32 New
SS
983
Sunbelt Securities
Texas
$5.29K – – –
DAM
984
Delta Asset Management
Tennessee
$5.12K – – –
SC
985
SouthState Corp
Florida
$4.95K -$5.07K -26 -47%
BWA
986
Basecamp Wealth Advisors
Washington
$4.95K – – –
DIP
987
DT Investment Partners
Pennsylvania
$4.78K – – –
SSG
988
Summit Securities Group
New York
$4.78K -$43.7K -224 -89%
AWM
989
Abound Wealth Management
Tennessee
$4.53K +$1.56K +8 +42%
RF
990
Rossby Financial
Florida
$4.48K +$2.54K +13 +100%
HFS
991
Hughes Financial Services
Virginia
$4.43K +$585 +3 +13%
HNB
992
Hilltop National Bank
Wyoming
$4.26K – – –
NSIM
993
North Star Investment Management
Illinois
$4.09K +$1.17K +6 +33%
OAJ
994
Ogorek Anthony Joseph
New York
$4K -$195 -1 -4%
SFG
995
Strive Financial Group
Indiana
$4K – – –
IW
996
Imprint Wealth
South Carolina
$3.92K – – –
PWA
997
Principia Wealth Advisory
Texas
$3.92K +$780 +4 +21%
FC
998
Financial Consulate
Maryland
$3.75K +$780 +4 +22%
CA
999
Crewe Advisors
Utah
$3.75K +$4.29K +22 New
UFPG
1000
United Financial Planning Group
New York
$3.75K +$4.29K +22 New
38 39
40
41 42