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Idexx Laboratories
IDXX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
676
Private Wealth Partners
California
$526K +$506K +1,041 New
PS
677
Principal Securities
Iowa
$523K -$357K -734 -41%
NWAG
678
Net Worth Advisory Group
Utah
$523K +$503K +1,035 New
IFWM
679
Institute for Wealth Management
Colorado
$519K +$152K +312 +44%
AWM
680
Aberdeen Wealth Management
Illinois
$509K – – –
KWM
681
Kingsview Wealth Management
Oregon
$507K +$487K +1,003 New
TFS
682
Thoroughbred Financial Services
Tennessee
$506K -$121K -250 -20%
WC
683
Whitney & Co
New York
$505K – – –
KWM
684
KFG Wealth Management
Indiana
$502K +$23.8K +49 +5%
DIA
685
Dana Investment Advisors
Wisconsin
$495K – – –
RSWM
686
Robertson Stephens Wealth Management
California
$495K +$476K +979 New
TAM
687
Trust Asset Management
Texas
$492K – – –
PHIC
688
Pine Haven Investment Counsel
Massachusetts
$492K +$57.8K +119 +14%
SHA
689
Seneca House Advisors
Virginia
$487K -$59.8K -123 -11%
EFG
690
Everhart Financial Group
Ohio
$485K -$114K -235 -20%
CAG
691
Csenge Advisory Group
Florida
$484K -$1.94K -4 -0.4%
ASN
692
Advisory Services Network
Georgia
$479K – – –
AB
693
Atlas Brown
Kentucky
$475K +$486 +1 +0.1%
AF
694
Allworth Financial
California
$473K +$1.46K +3 +0.3%
PP
695
Paloma Partners
Connecticut
$470K -$427K -879 -49%
RWP
696
Revolve Wealth Partners
New Jersey
$468K +$450K +927 New
HCMT
697
Highland Capital Management (Tennessee)
Tennessee
$467K – – –
BWM
698
Baron Wealth Management
Michigan
$466K -$5.34K -11 -1%
BRWA
699
B. Riley Wealth Advisors
Florida
$466K -$351K -722 -44%
FRM
700
Fox Run Management
Connecticut
$465K -$380K -783 -46%
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