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IDEX
231.75
USD
-1.16
0.5%
At close
Updated
Oct 8, 4:00 PM EDT
Pre-market
After hours
231.75
0.00
0%
1 day
-0.5%
5 days
0.25%
1 month
2.7%
3 months
6.12%
6 months
17.13%
Year to date
29.43%
1 year
38.86%
5 years
9.41%
10 years
157.33%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 476 |
AA
476
Ancora Advisors
Cleveland,
Ohio
| – | -$25K | -168 | Closed |
|
| 477 |
WSTAM
477
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$24K | -162 | Closed |
|
| 478 |
SPIA
478
Steward Partners Investment Advisory
New York
| – | -$9K | -60 | Closed |
|
| 479 |
APP
479
Avantax Planning Partners
Dubuque,
Iowa
| – | -$6K | -40 | Closed |
|
| 480 |
CFD
480
Creative Financial Designs
Kokomo,
Indiana
| – | -$6K | -40 | Closed |
|
| 481 |
EFSCE
481
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$6K | -38 | Closed |
|
| 482 |
WF
482
WealthTrust Fairport
Cleveland,
Ohio
| – | -$5K | -35 | Closed |
|
| 483 |
VCM
483
Vigilant Capital Management
Portland,
Maine
| – | -$3K | -20 | Closed |
|
| 484 |
CAG
484
Csenge Advisory Group
Clearwater,
Florida
| – | -$2K | -17 | Closed |
|
| 485 |
LFA
485
Legacy Financial Advisors
Covington,
Kentucky
| – | -$1K | -12 | Closed |
|
| 486 |
DWM
486
Destination Wealth Management
Walnut Creek,
California
| – | -$1K | -8 | Closed |
|
| 487 |
FGC
487
Financial Gravity Companies
Lakeway,
Texas
| – | +$402 | +3 | New |
|