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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIME
526
Evelyn Partners Investment Management (Europe)
$30.8K -$95.6K -480 -74%
SWM
527
Spire Wealth Management
Virginia
$30.7K -$38K -191 -53%
LFG
528
Larson Financial Group
Missouri
$29.5K -$146K -733 -82%
LWANC
529
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.1K – – –
SFA
530
Semmax Financial Advisors
North Carolina
$27.1K – – –
GWM
531
Geneos Wealth Management
Colorado
$26.2K +$26.3K +132 +1,015%
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$25.9K +$12.7K +64 +81%
DIP
533
DT Investment Partners
Pennsylvania
$24.6K – – –
CH
534
Cromwell Holdings
Wyoming
$23.7K +$1.19K +6 +5%
BDL
535
Banque de Luxembourg
Luxembourg
$23K – – –
WTC
536
WhitTier Trust Company
Nevada
$22.6K – – –
AF
537
Allworth Financial
California
$22.1K -$10.9K -55 -30%
CHC
538
City Holding Co
West Virginia
$20.6K +$8.76K +44 +63%
TPCW
539
TD Private Client Wealth
New York
$20.3K -$18.3K -92 -45%
T
540
TOBAM
France
$20K +$1.39K +7 +7%
PWAM
541
Private Wealth Asset Management
Iowa
$19.9K +$21.9K +110 New
JSAM
542
J. Safra Asset Management
New York
$19.5K +$21.5K +108 New
BIA
543
Bell Investment Advisors
California
$18.6K -$1.79K -9 -8%
PFBT
544
Parkside Financial Bank & Trust
Missouri
$17.6K -$3.98K -20 -17%
EPAM
545
Evelyn Partners Asset Management
$16.3K +$17.9K +90 New
CT
546
Caldwell Trust
Florida
$15.4K – – –
AAP
547
Arax Advisory Partners
Colorado
$14.7K -$20.9K -105 -56%
WA
548
WPG Advisers
Maryland
$14.1K -$8.16K -41 -34%
MCM
549
MAI Capital Management
Ohio
$13.3K -$6.17K -31 -30%
Q1WB
550
Quest 10 Wealth Builders
Virginia
$12.1K +$13.3K +67 New
20 21
22
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