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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
401
NewEdge Advisors
Louisiana
$332K +$21K +104 +7%
HAG
402
HighPoint Advisor Group
Illinois
$325K +$3.23K +16 +1%
IC
403
IEQ Capital
California
$324K -$3.43K -17 -1%
TWC
404
TD Waterhouse Canada
Ontario, Canada
$322K – – –
GWM
405
Gitterman Wealth Management
New Jersey
$319K +$299K +1,484 New
CCA
406
Cadent Capital Advisors
Oklahoma
$318K +$299K +1,482 New
CI
407
CX Institutional
Indiana
$315K +$5.24K +26 +2%
BWG
408
Berry Wealth Group
Texas
$314K +$62.9K +312 +27%
AAS
409
Avantax Advisory Services
Texas
$310K -$2.62K -13 -0.9%
MPM
410
MBB Public Markets
Illinois
$309K -$594K -2,945 -67%
RWB
411
RMR Wealth Builders
New Jersey
$308K – – –
AA
412
Advisory Alpha
Michigan
$302K – – –
GS
413
GTS Securities
Florida
$301K +$282K +1,401 New
WAM
414
Wallington Asset Management
Indiana
$300K – – –
ATC
415
Argent Trust Co
Tennessee
$300K -$12.7K -63 -4%
CCA
416
Checchi Capital Advisers
California
$300K +$2.42K +12 +0.9%
DS
417
DRW Securities
Illinois
$299K +$281K +1,395 New
GWP
418
Gen-Wealth Partners
Michigan
$285K +$64.1K +318 +32%
DFCM
419
Dark Forest Capital Management
Puerto Rico
$283K +$266K +1,320 New
RC
420
Rovin Capital
Arizona
$283K +$266K +1,320 New
DC
421
Davenport & Co
Virginia
$282K +$265K +1,317 New
PAG
422
Private Advisor Group
New Jersey
$279K -$73.8K -366 -22%
EF
423
Empowered Funds
Pennsylvania
$278K +$14.7K +73 +6%
PI
424
PFG Investments
New York
$275K +$6.85K +34 +3%
MHIC
425
Marble Harbor Investment Counsel
Massachusetts
$274K -$5.04K -25 -2%
15 16
17
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