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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1001
DT Investment Partners
Pennsylvania
$5.41K – – –
HFS
1002
Hughes Financial Services
Virginia
$5.22K +$174 +1 +4%
BFS
1003
Bare Financial Services
Pennsylvania
$5.02K +$1.4K +8 +44%
RWM
1004
Rialto Wealth Management
New York
$5.02K +$1.92K +11 +73%
CAL
1005
Capital Analysts LLC
Pennsylvania
$5K -$1.74K -10 -29%
HNB
1006
Hilltop National Bank
Wyoming
$4.83K – – –
SFG
1007
Strive Financial Group
Indiana
$4.83K – – –
PWA
1008
Principia Wealth Advisory
Texas
$4.83K +$349 +2 +9%
TFM
1009
TFC Financial Management
Massachusetts
$4.64K +$1.05K +6 +33%
IAS
1010
IMA Advisory Services
Colorado
$4.64K +$3.31K +19 +380%
IW
1011
Imprint Wealth
South Carolina
$4.44K – – –
CCMI
1012
Creative Capital Management Investments
California
$4.44K +$4.01K +23 New
UFPG
1013
United Financial Planning Group
New York
$4.25K – – –
BWA
1014
Basecamp Wealth Advisors
Washington
$4.06K -$1.4K -8 -28%
RBC
1015
Roble Belko & Company
Pennsylvania
$4K – – –
CCM
1016
Chilton Capital Management
Texas
$3.87K – – –
DPW
1017
DiNuzzo Private Wealth
Pennsylvania
$3.87K +$349 +2 +11%
TSMHT
1018
Thurston Springer Miller Herd & Titak
Indiana
$3.86K – – –
AWM
1019
Abound Wealth Management
Tennessee
$3.09K -$1.92K -11 -41%
MS
1020
Monetary Solutions
Ohio
$3.09K – – –
OAJ
1021
Ogorek Anthony Joseph
New York
$3K -$1.92K -11 -41%
GSEP
1022
Golden State Equity Partners
California
$2.9K -$23.2K -133 -90%
TM
1023
Torren Management
California
$2.9K – – –
MIM
1024
Marshall Investment Management
Colorado
$2.9K +$2.62K +15 New
EWM
1025
Evolution Wealth Management
Florida
$2.51K -$20.8K -119 -90%
39 40
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42 43