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IQVIA
IQV

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