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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
526
TD Private Client Wealth
New York
$42.7K – – –
AF
527
Advisornet Financial
Minnesota
$42.7K +$219 +1 +0.5%
AF
528
Allworth Financial
California
$40K -$12K -55 -23%
AAP
529
Arax Advisory Partners
Colorado
$38.9K – – –
LWANC
530
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.4K – – –
RTC
531
Riverview Trust Company
Washington
$29.7K – – –
UB
532
UMB Bank
Missouri
$28.7K +$2.63K +12 +10%
SFA
533
Semmax Financial Advisors
North Carolina
$28.5K +$17.7K +81 +121%
DIP
534
DT Investment Partners
Pennsylvania
$28.5K – – –
BDL
535
Banque de Luxembourg
Luxembourg
$26.7K +$27.8K +127 New
CH
536
Cromwell Holdings
Wyoming
$26.2K -$4.81K -22 -15%
WTC
537
WhitTier Trust Company
Nevada
$26.2K – – –
WA
538
WPG Advisers
Maryland
$24.9K +$26K +119 New
PFBT
539
Parkside Financial Bank & Trust
Missouri
$24.5K +$657 +3 +3%
BIA
540
Bell Investment Advisors
California
$23.4K – – –
T
541
TOBAM
France
$22K +$7.22K +33 +47%
MCM
542
MAI Capital Management
Ohio
$21.9K +$23K +105 New
MFG
543
Menard Financial Group
Texas
$21.1K +$22.1K +101 New
CT
544
Caldwell Trust
Florida
$17.8K – – –
AWM
545
Abound Wealth Management
Tennessee
$16.5K -$438 -2 -2%
NAAA
546
New Age Alpha Advisors
New York
$16.5K – – –
MPWT
547
MassMutual Private Wealth & Trust
Connecticut
$16.5K +$3.28K +15 +23%
KFI
548
Key Financial Inc
Pennsylvania
$16.1K – – –
PB
549
Pinnacle Bancorp
Nebraska
$16.1K – – –
MAM
550
Meeder Asset Management
Ohio
$15.5K +$16.2K +74 New
20 21
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