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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
426
Advisory Alpha
Michigan
$322K – – –
WAM
427
Wallington Asset Management
Indiana
$320K – – –
SIM
428
Sentry Investment Management
Wisconsin
$320K +$142K +634 +83%
CS
429
Comerica Securities
Michigan
$319K +$7.6K +34 +2%
VFA
430
Values First Advisors
Tennessee
$317K +$71.5K +320 +30%
ASN
431
Advisory Services Network
Georgia
$314K +$307K +1,373 New
LWAM
432
Legacy Wealth Asset Management
Minnesota
$306K +$36.7K +164 +14%
CTC
433
Central Trust Company
Missouri
$304K +$210K +938 +238%
CFG
434
Cooper Financial Group
California
$304K +$11.6K +52 +4%
MHIC
435
Marble Harbor Investment Counsel
Massachusetts
$299K – – –
BPC
436
Banque Pictet & Cie
Switzerland
$299K -$28.8K -129 -9%
BW
437
Bison Wealth
Georgia
$296K – – –
GT
438
Greenleaf Trust
Michigan
$292K +$20.8K +93 +8%
FC
439
FORA Capital
Florida
$291K -$627K -2,806 -69%
PA
440
Procyon Advisors
Connecticut
$283K – – –
VCM
441
Virtue Capital Management
Tennessee
$282K +$276K +1,235 New
OWM
442
OneAscent Wealth Management
Alabama
$279K +$274K +1,224 New
YIA
443
YHB Investment Advisors
Connecticut
$277K – – –
ACM
444
Aquatic Capital Management
Illinois
$274K +$268K +1,200 New
LNC
445
Lincoln National Corp
Pennsylvania
$272K +$266K +1,189 New
CA
446
Centerpoint Advisors
Massachusetts
$271K – – –
KPWS
447
Kestra Private Wealth Services
Texas
$269K -$57.2K -256 -18%
OFS
448
OneAscent Financial Services
Alabama
$268K +$262K +1,173 New
TMAM
449
Tokio Marine Asset Management
Japan
$268K +$22.6K +101 +9%
VAS
450
Vestmark Advisory Solutions
Massachusetts
$267K -$53K -237 -17%
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