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IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1151
TwinBeech Capital
New York
– -$247K -1,450 Closed
PWP
1152
Phillips Wealth Planners
Mississippi
– -$248K -1,430 Closed
FLII
1153
First Long Island Investors
New York
– -$243K -1,422 Closed
FFA
1154
Fi3 Financial Advisors
Indiana
– -$230K -1,346 Closed
FCBT
1155
First Citizens Bank & Trust
North Carolina
– -$221K -1,296 Closed
RAM
1156
RWC Asset Management
United Kingdom
– -$216K -1,266 Closed
MWP
1157
Meriwether Wealth & Planning
Louisiana
– -$211K -1,239 Closed
DW30
1158
Drucker Wealth 3.0
New Jersey
– -$211K -1,235 Closed
IFU
1159
iSAM Funds (UK)
United Kingdom
– -$209K -1,228 Closed
PPWP
1160
Premier Path Wealth Partners
New Jersey
– -$208K -1,220 Closed
AGP
1161
Aspire Growth Partners
Florida
– -$207K -1,211 Closed
MMA
1162
Miracle Mile Advisors
California
– -$201K -1,177 Closed
HWA
1163
Heritage Wealth Advisors
Virginia
– -$172K -1,009 Closed
SBFM
1164
S-Bank Fund Management
Finland
– -$172K -1,009 Closed
WG
1165
Wellington Group
Indiana
– -$102K -597 Closed
IWS
1166
Intentional Wealth Strategies
Colorado
– -$79.5K -466 Closed
WPA
1167
Wealth Preservation Advisors
Tennessee
– -$77.3K -453 Closed
CIM
1168
Contravisory Investment Management
Massachusetts
– -$64.6K -379 Closed
SC
1169
Steph & Co
Wisconsin
– -$57K -334 Closed
WSFG
1170
Wall Street Financial Group
Illinois
– -$44.5K -261 Closed
RFP
1171
Root Financial Partners
California
– -$43.3K -254 Closed
OWA
1172
Opal Wealth Advisors
New York
– -$38.2K -224 Closed
BC
1173
Bayforest Capital
United Kingdom
– -$38K -223 Closed
TLFA
1174
True Link Financial Advisors
California
– -$33.6K -197 Closed
P
1175
Palladiem
Pennsylvania
– -$29.4K -174 Closed
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