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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1001
Allied Private Wealth
Florida
$6.11K +$5.23K +30 New
AP
1002
Aspect Partners
Virginia
$5.99K -$1.57K -9 -23%
TAP
1003
Tounjian Advisory Partners
Florida
$5.99K +$5.41K +31 New
FC
1004
Financial Consulate
Maryland
$5.8K +$1.4K +8 +36%
BIA
1005
Bell Investment Advisors
California
$5.41K -$1.4K -8 -22%
DIP
1006
DT Investment Partners
Pennsylvania
$5.41K – – –
HFS
1007
Hughes Financial Services
Virginia
$5.22K +$174 +1 +4%
BFS
1008
Bare Financial Services
Pennsylvania
$5.02K +$1.4K +8 +44%
RWM
1009
Rialto Wealth Management
New York
$5.02K +$1.92K +11 +73%
CAL
1010
Capital Analysts LLC
Pennsylvania
$5K -$1.74K -10 -29%
BLC
1011
Brown, Lisle/Cummings
Rhode Island
$4.83K -$1.22K -7 -22%
HNB
1012
Hilltop National Bank
Wyoming
$4.83K – – –
SFG
1013
Strive Financial Group
Indiana
$4.83K – – –
PWA
1014
Principia Wealth Advisory
Texas
$4.83K +$349 +2 +9%
TFM
1015
TFC Financial Management
Massachusetts
$4.64K +$1.05K +6 +33%
IAS
1016
IMA Advisory Services
Colorado
$4.64K +$3.31K +19 +380%
IW
1017
Imprint Wealth
South Carolina
$4.44K – – –
CCMI
1018
Creative Capital Management Investments
California
$4.44K +$4.01K +23 New
UFPG
1019
United Financial Planning Group
New York
$4.25K – – –
BWA
1020
Basecamp Wealth Advisors
Washington
$4.06K -$1.4K -8 -28%
RBC
1021
Roble Belko & Company
Pennsylvania
$4K – – –
CCM
1022
Chilton Capital Management
Texas
$3.87K – – –
DPW
1023
DiNuzzo Private Wealth
Pennsylvania
$3.87K +$349 +2 +11%
TSMHT
1024
Thurston Springer Miller Herd & Titak
Indiana
$3.86K – – –
AWM
1025
Abound Wealth Management
Tennessee
$3.09K -$1.92K -11 -41%
39 40
41
42 43