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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
426
Marble Harbor Investment Counsel
Massachusetts
$303K – – –
IC
427
IEQ Capital
California
$302K -$27.2K -120 -8%
CCIA
428
Campbell & Co Investment Adviser
Maryland
$301K +$296K +1,303 New
VFA
429
Values First Advisors
Tennessee
$300K -$19.8K -87 -6%
TMAM
430
Tokio Marine Asset Management
Japan
$299K +$27.9K +123 +10%
CS
431
Comerica Securities
Michigan
$299K -$22.9K -101 -7%
CTC
432
Central Trust Company
Missouri
$298K -$9.31K -41 -3%
LNC
433
Lincoln National Corp
Pennsylvania
$295K +$20K +88 +7%
UCFA
434
United Capital Financial Advisors
Texas
$293K +$288K +1,270 New
PA
435
Procyon Advisors
Connecticut
$286K – – –
GT
436
Greenleaf Trust
Michigan
$286K -$10.2K -45 -4%
OWM
437
OneAscent Wealth Management
Alabama
$285K +$1.82K +8 +0.7%
KPWS
438
Kestra Private Wealth Services
Texas
$285K +$12K +53 +4%
PAG
439
Private Advisor Group
New Jersey
$284K +$279K +1,228 New
FL
440
Fort LP
Maryland
$281K -$177K -781 -39%
YIA
441
YHB Investment Advisors
Connecticut
$280K – – –
VAS
442
Vestmark Advisory Solutions
Massachusetts
$279K +$8.85K +39 +3%
OFS
443
OneAscent Financial Services
Alabama
$275K +$3.86K +17 +1%
CA
444
Centerpoint Advisors
Massachusetts
$274K – – –
AT
445
American Trust
Kentucky
$270K – – –
FWA
446
FSM Wealth Advisors
Ohio
$270K – – –
TRCT
447
Tower Research Capital (TRC)
New York
$268K -$74.5K -328 -22%
ATC
448
Argent Trust Co
Tennessee
$266K +$1.14K +5 +0.4%
KI
449
Kula Investments
Illinois
$265K +$260K +1,146 New
BW
450
Bison Wealth
Georgia
$264K – – –
16 17
18
19 20