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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1001
Horizon Financial Services
North Carolina
$2.11K – – –
CPG
1002
Cornerstone Planning Group
New Jersey
$1.87K +$227 +1 +14%
TWD
1003
True Wealth Design
Ohio
$1.69K +$454 +2 +33%
RFS
1004
Richardson Financial Services
Massachusetts
$1.27K – – –
TCA
1005
Trifecta Capital Advisors
Illinois
$1.27K – – –
TCM
1006
TD Capital Management
Tennessee
$1.06K – – –
LIA
1007
Lynx Investment Advisory
District of Columbia
$1.06K +$1.14K +5 New
CAC
1008
Core Alternative Capital
Georgia
$846 – – –
GFPC
1009
Global Financial Private Client
Florida
$846 – – –
SIS
1010
Sound Income Strategies
Florida
$846 +$909 +4 New
KB
1011
Kimelman & Baird
New York
$635 +$682 +3 New
TCM
1012
Tradewinds Capital Management
Washington
$635 +$682 +3 New
NL
1013
NVWM LLC
Pennsylvania
$634 -$227 -1 -25%
CWM
1014
CarsonAllaria Wealth Management
Illinois
$634 – – –
PI
1015
PEAK6 Investments
Illinois
$582 -$447K -1,966 -100%
WA
1016
WestEnd Advisors
North Carolina
$423 -$227 -1 -33%
RAM
1017
Riggs Asset Management
Pennsylvania
$423 +$227 +1 +100%
VWA
1018
Valued Wealth Advisors
Utah
$423 +$454 +2 New
SWA
1019
SOA Wealth Advisors
New York
$211 – – –
FNWA
1020
Financial Network Wealth Advisors
Utah
$211 +$227 +1 New
DWM
1021
Dogwood Wealth Management
Kansas
$4 – – –
CI
1022
Cooper Investors
Australia
– -$36.5M -144,233 Closed
LOAMS
1023
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$17.5M -69,053 Closed
MWM
1024
Moran Wealth Management
Florida
– -$17.3M -68,330 Closed
AIG
1025
American International Group
New York
– -$12.6M -49,821 Closed
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