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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1151
Meriwether Wealth & Planning
Louisiana
– -$211K -1,239 Closed
DW30
1152
Drucker Wealth 3.0
New Jersey
– -$211K -1,235 Closed
IFU
1153
iSAM Funds (UK)
United Kingdom
– -$209K -1,228 Closed
PPWP
1154
Premier Path Wealth Partners
New Jersey
– -$208K -1,220 Closed
AGP
1155
Aspire Growth Partners
Florida
– -$207K -1,211 Closed
MMA
1156
Miracle Mile Advisors
California
– -$201K -1,177 Closed
HWA
1157
Heritage Wealth Advisors
Virginia
– -$172K -1,009 Closed
SBFM
1158
S-Bank Fund Management
Finland
– -$172K -1,009 Closed
WG
1159
Wellington Group
Indiana
– -$102K -597 Closed
IWS
1160
Intentional Wealth Strategies
Colorado
– -$79.5K -466 Closed
WPA
1161
Wealth Preservation Advisors
Tennessee
– -$77.3K -453 Closed
CIM
1162
Contravisory Investment Management
Massachusetts
– -$64.6K -379 Closed
SC
1163
Steph & Co
Wisconsin
– -$57K -334 Closed
WSFG
1164
Wall Street Financial Group
Illinois
– -$44.5K -261 Closed
RFP
1165
Root Financial Partners
California
– -$43.3K -254 Closed
OWA
1166
Opal Wealth Advisors
New York
– -$38.2K -224 Closed
BC
1167
Bayforest Capital
United Kingdom
– -$38K -223 Closed
TLFA
1168
True Link Financial Advisors
California
– -$33.6K -197 Closed
P
1169
Palladiem
Pennsylvania
– -$29.4K -174 Closed
CTA
1170
Colonial Trust Advisors
South Carolina
– -$25.6K -150 Closed
FFL
1171
Financial Freedom LLC
Ohio
– -$24.9K -146 Closed
TPWA
1172
Twin Peaks Wealth Advisors
California
– -$23.2K -136 Closed
DWP
1173
Destiny Wealth Partners
Florida
– -$21.1K -124 Closed
IAAG
1174
Innovative Asset Advisors Group
Connecticut
– -$18.8K -110 Closed
OPTFSNA
1175
Old Point Trust & Financial Services N A
Virginia
– -$14K -82 Closed
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