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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
SR
1026
Swiss Re
Switzerland
$14.7K +$14.1K +65 New
MPW
1027
MASECO Private Wealth
$13.5K – – –
FMP
1028
Financial Management Professionals
Texas
$12.8K – – –
EW
1029
Elyxium Wealth
California
$12.8K +$12.4K +57 New
TAM
1030
Tucker Asset Management
Colorado
$12.8K +$12.4K +57 New
AF
1031
Alerus Financial
North Dakota
$12.6K -$12.8K -59 -51%
KG
1032
Kilter Group
New York
$12.6K +$3.7K +17 +44%
PWMG
1033
Private Wealth Management Group
New Jersey
$12.4K – – –
SC
1034
SouthState Corp
Florida
$12.4K +$3.92K +18 +49%
PIS
1035
POM Investment Strategies
North Carolina
$12.4K +$12K +55 New
RA
1036
Rational Advisors
New York
$12.2K +$1.09K +5 +10%
S
1037
Sachetta
Massachusetts
$11.8K +$9.79K +45 +125%
BCM
1038
Boreal Capital Management
Florida
$11.3K – – –
FFA
1039
Frazier Financial Advisors
Ohio
$11.3K – – –
GAFA
1040
Garton & Associates Financial Advisors
Kentucky
$11.3K +$10.9K +50 New
MCA
1041
Midwest Capital Advisors
Michigan
$11K – – –
HWP
1042
Highline Wealth Partners
California
$11K +$3.92K +18 +58%
AW
1043
Avion Wealth
Texas
$11K -$653 -3 -5%
CFB
1044
Cullen/Frost Bankers
Texas
$10.8K +$435 +2 +4%
SC
1045
Steph & Co
Wisconsin
$10.1K -$13.1K -60 -57%
MAM
1046
Meeder Asset Management
Ohio
$10.1K – – –
IWM
1047
IMG Wealth Management
Florida
$10.1K +$6.31K +29 +181%
CAL
1048
Capital Analysts LLC
Pennsylvania
$10K – – –
GSWM
1049
Golden State Wealth Management
California
$9.92K – – –
NWM
1050
Nova Wealth Management
Florida
$9.47K – – –
40 41
42
43 44