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Idexx Laboratories
IDXX

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
901
Waverly Advisors
Alabama
$233K +$197K +420 New
CTC
902
Central Trust Company
Missouri
$233K -$23.5K -50 -11%
CWP
903
Cyndeo Wealth Partners
Florida
$233K -$49.8K -106 -20%
NSAM
904
North Star Asset Management
Wisconsin
$233K +$197K +420 New
IA
905
IFP Advisors
Florida
$233K +$131K +279 +198%
EVM
906
Evelyn V. Moreno
$233K +$197K +419 New
LMKC
907
L.M. Kohn & Company
Ohio
$231K +$195K +416 New
WA
908
WealthTrust Axiom
Pennsylvania
$231K +$195K +416 New
IFWM
909
Institute for Wealth Management
Colorado
$231K +$195K +416 New
EWM
910
Empirical Wealth Management
Washington
$230K +$195K +415 New
WWP
911
WR Wealth Planners
Missouri
$229K -$5.16K -11 -3%
CI
912
CX Institutional
Indiana
$228K +$193K +411 New
CAM
913
Close Asset Management
United Kingdom
$228K +$14.1K +30 +8%
TWM
914
Trueblood Wealth Management
Ohio
$228K +$192K +410 New
HIA
915
HTG Investment Advisors
Connecticut
$224K +$190K +404 New
FMN
916
Financial Management Network
California
$224K +$196K +417 New
DAM
917
Delta Asset Management
Tennessee
$223K +$939 +2 +0.5%
CIC
918
Carnegie Investment Counsel
Ohio
$223K +$188K +401 New
FWM
919
Forza Wealth Management
Florida
$222K -$563K -1,200 -75%
CC
920
Cannell & Co
New York
$222K +$188K +400 New
IF
921
Insight Folios
North Carolina
$222K +$188K +400 New
MJP
922
Michael J. Puzo
$222K +$188K +400 New
WCA
923
Waypoint Capital Advisors
Minnesota
$222K +$188K +400 New
WP
924
Westmount Partners
California
$222K +$188K +400 New
OFS
925
OneAscent Financial Services
Alabama
$221K +$187K +399 New
35 36
37
38 39