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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1001
DT Investment Partners
Pennsylvania
$6.64K +$6.61K +28 New
PCMC
1002
Planning Capital Management Corporation
Pennsylvania
$6.64K +$6.61K +28 New
MFT
1003
Moisand Fitzgerald Tamayo
Florida
$6.4K – – –
CMP
1004
Coston McIsaac & Partners
Maine
$6K – – –
AW
1005
Avion Wealth
Texas
$6K +$2.36K +10 +63%
CWC
1006
Carolinas Wealth Consulting
North Carolina
$5.69K -$11.1K -47 -66%
S
1007
Sachetta
Massachusetts
$5.69K +$1.18K +5 +26%
HWA
1008
HHM Wealth Advisors
Tennessee
$5.45K – – –
MRCM
1009
M&R Capital Management
New Jersey
$5.45K – – –
RF
1010
Robinswood Financial
Washington
$5.45K – – –
AWM
1011
Abound Wealth Management
Tennessee
$5.3K – – –
BBPWM
1012
Blue Bell Private Wealth Management
Pennsylvania
$5.21K – – –
RBC
1013
Roble Belko & Company
Pennsylvania
$5K – – –
SIC
1014
SJS Investment Consulting
Ohio
$4.74K +$472 +2 +11%
DPW
1015
DiNuzzo Private Wealth
Pennsylvania
$4.27K – – –
SC
1016
SouthState Corp
Florida
$4.26K – – –
TCOV
1017
Trust Company of Vermont
Vermont
$4.26K +$1.18K +5 +38%
TFM
1018
TFC Financial Management
Massachusetts
$4.03K – – –
RWM
1019
Raffa Wealth Management
District of Columbia
$4.03K -$224K -947 -98%
WCM
1020
Westend Capital Management
California
$4.03K – – –
WB
1021
Webster Bank
Connecticut
$3.79K – – –
PA
1022
Pineridge Advisors
Missouri
$3.56K – – –
HWP
1023
Highline Wealth Partners
California
$3.32K +$3.31K +14 New
UOTTAIMCU
1024
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.84K -$31.4K -133 -92%
CSC
1025
Caldwell Sutter Capital
California
$2.84K – – –
39 40
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