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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
1101
Benjamin Edwards Inc
Missouri
– -$261K -1,101 Closed
FAFN
1102
First Affirmative Financial Network
Colorado
– -$252K -1,062 Closed
SFI
1103
SPC Financial Inc
Maryland
– -$250K -1,057 Closed
FLII
1104
First Long Island Investors
New York
– -$246K -1,038 Closed
MWA
1105
Muirfield Wealth Advisors
North Carolina
– -$246K -1,038 Closed
MWM
1106
MGB Wealth Management
Texas
– -$245K -1,033 Closed
CP
1107
Capital Planning
Washington
– -$238K -1,006 Closed
KFSC
1108
Keystone Financial Services (Colorado)
Colorado
– -$238K -1,005 Closed
AWA
1109
Aaron Wealth Advisors
Illinois
– -$238K -1,003 Closed
AWA
1110
Arkadios Wealth Advisors
Georgia
– -$237K -1,000 Closed
GF
1111
Gabelli Funds
New York
– -$237K -1,000 Closed
SCM
1112
Shelton Capital Management
Colorado
– -$236K -996 Closed
TCOTS
1113
Trust Company of the South
North Carolina
– -$232K -980 Closed
CIM
1114
CIM Investment Management
Pennsylvania
– -$232K -979 Closed
KP
1115
Keel Point
Alabama
– -$231K -976 Closed
AWP
1116
Accretive Wealth Partners
New Jersey
– -$230K -970 Closed
BBNA
1117
Bremer Bank National Association
Minnesota
– -$230K -970 Closed
BPFA
1118
Barnes Pettey Financial Advisors
Mississippi
– -$229K -966 Closed
1WM
1119
1858 Wealth Management
Ohio
– -$227K -960 Closed
OR
1120
Olympiad Research
Connecticut
– -$227K -956 Closed
AFAS
1121
Acorn Financial Advisory Services
Virginia
– -$224K -945 Closed
FA
1122
FDx Advisors
Illinois
– -$223K -941 Closed
SMA
1123
Sage Mountain Advisors
Georgia
– -$223K -941 Closed
PPWP
1124
Premier Path Wealth Partners
New Jersey
– -$221K -934 Closed
HSA
1125
HBK Sorce Advisory
Pennsylvania
– -$220K -928 Closed
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