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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
476
YHB Investment Advisors
Connecticut
$261K – – –
BHCM
477
Boulder Hill Capital Management
New York
$258K +$252K +1,200 New
ATC
478
Argent Trust Co
Tennessee
$257K +$8.41K +40 +3%
CP
479
Covenant Partners
Tennessee
$257K -$37.8K -180 -13%
GS
480
GTS Securities
Florida
$257K +$251K +1,192 New
CA
481
Centerpoint Advisors
Massachusetts
$255K – – –
JSA
482
Jacobson & Schmitt Advisors
Wisconsin
$255K +$249K +1,183 New
RJT
483
Raymond James Trust
Florida
$253K +$33.2K +158 +16%
WPC
484
Wedmont Private Capital
Pennsylvania
$252K -$70.6K -336 -22%
CWM
485
Connecticut Wealth Management
Connecticut
$246K – – –
FWA
486
FSM Wealth Advisors
Ohio
$237K -$15.3K -73 -6%
GT
487
Greenleaf Trust
Michigan
$237K -$28.8K -137 -11%
WI
488
Wahed Invest
New York
$235K +$22.1K +105 +11%
OC
489
Oarsman Capital
Wisconsin
$235K -$8.62K -41 -4%
WAG
490
Wallace Advisory Group
California
$233K – – –
QCM
491
Qsemble Capital Management
New York
$226K +$221K +1,050 New
HI
492
Horizon Investments
North Carolina
$225K +$17.9K +85 +9%
V
493
Veritable
Delaware
$220K -$15.6K -74 -7%
IC
494
IEQ Capital
California
$218K -$62.2K -296 -23%
CCA
495
Cobblestone Capital Advisors
New York
$218K – – –
GD
496
Grandfield & Dodd
New York
$218K – – –
CNBT
497
Canandaigua National Bank & Trust
New York
$217K -$5.68K -27 -3%
PAM
498
Paradigm Asset Management
New York
$215K +$210K +1,000 New
VCM
499
Virtue Capital Management
Tennessee
$215K -$8.83K -42 -4%
FMAEN1
500
Fund Management at Engine No 1
California
$212K +$14.5K +69 +8%
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