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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
526
DT Investment Partners
Pennsylvania
$22.1K – – –
WANY
527
Wealthspire Advisors (New York)
New York
$21.5K +$22.3K +132 New
SSG
528
Summit Securities Group
New York
$21.2K +$13.5K +80 +160%
WTC
529
WhitTier Trust Company
Nevada
$20.9K – – –
MPWT
530
MassMutual Private Wealth & Trust
Connecticut
$19.9K -$11.1K -66 -35%
EPIME
531
Evelyn Partners Investment Management (Europe)
$19.5K -$8.45K -50 -29%
RFP
532
Root Financial Partners
California
$19K +$19.8K +117 New
CA
533
Clearstead Advisors
Ohio
$18.1K +$4.05K +24 +28%
PFBT
534
Parkside Financial Bank & Trust
Missouri
$17.1K +$7.6K +45 +75%
BIA
535
Bell Investment Advisors
California
$15.8K -$1.01K -6 -6%
TPCW
536
TD Private Client Wealth
New York
$15.6K +$5.07K +30 +45%
LSA
537
Leonteq Securities AG
Switzerland
$14.8K +$3.21K +19 +26%
CT
538
Caldwell Trust
Florida
$13.8K – – –
GWM
539
Geneos Wealth Management
Colorado
$13.8K -$1.01K -6 -7%
PWAM
540
Private Wealth Asset Management
Iowa
$12.2K – – –
WA
541
WPG Advisers
Maryland
$12K -$3.38K -20 -21%
CHC
542
City Holding Co
West Virginia
$11.4K – – –
Q1WB
543
Quest 10 Wealth Builders
Virginia
$10.6K -$169 -1 -2%
ANBT
544
American National Bank & Trust
Texas
$10.1K -$13.8K -82 -57%
ATC
545
Adirondack Trust Company
New York
$9.77K +$10.1K +60 New
FFA
546
Frazier Financial Advisors
Ohio
$9.6K – – –
KFI
547
Key Financial Inc
Pennsylvania
$9.52K – – –
HWM
548
Hemington Wealth Management
Virginia
$9K -$507 -3 -5%
RIL
549
Rothschild Investment LLC
Illinois
$8.95K +$8.11K +48 +686%
MCM
550
MAI Capital Management
Ohio
$8.91K -$6.42K -38 -41%
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