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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
526
Cromwell Holdings
Wyoming
$22.9K +$13.7K +81 +135%
JSAM
527
J. Safra Asset Management
New York
$22.3K +$4.9K +29 +27%
DIP
528
DT Investment Partners
Pennsylvania
$22.1K – – –
WANY
529
Wealthspire Advisors (New York)
New York
$21.5K +$22.3K +132 New
SSG
530
Summit Securities Group
New York
$21.2K +$13.5K +80 +160%
WTC
531
WhitTier Trust Company
Nevada
$20.9K – – –
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$19.9K -$11.1K -66 -35%
EPIME
533
Evelyn Partners Investment Management (Europe)
$19.5K -$8.45K -50 -29%
RFP
534
Root Financial Partners
California
$19K +$19.8K +117 New
CA
535
Clearstead Advisors
Ohio
$18.1K +$4.05K +24 +28%
PFBT
536
Parkside Financial Bank & Trust
Missouri
$17.1K +$7.6K +45 +75%
BIA
537
Bell Investment Advisors
California
$15.8K -$1.01K -6 -6%
TPCW
538
TD Private Client Wealth
New York
$15.6K +$5.07K +30 +45%
LSA
539
Leonteq Securities AG
Switzerland
$14.8K +$3.21K +19 +26%
CT
540
Caldwell Trust
Florida
$13.8K – – –
GWM
541
Geneos Wealth Management
Colorado
$13.8K -$1.01K -6 -7%
PWAM
542
Private Wealth Asset Management
Iowa
$12.2K – – –
WA
543
WPG Advisers
Maryland
$12K -$3.38K -20 -21%
CHC
544
City Holding Co
West Virginia
$11.4K – – –
Q1WB
545
Quest 10 Wealth Builders
Virginia
$10.6K -$169 -1 -2%
ANBT
546
American National Bank & Trust
Texas
$10.1K -$13.8K -82 -57%
ATC
547
Adirondack Trust Company
New York
$9.77K +$10.1K +60 New
FFA
548
Frazier Financial Advisors
Ohio
$9.6K – – –
KFI
549
Key Financial Inc
Pennsylvania
$9.52K – – –
HWM
550
Hemington Wealth Management
Virginia
$9K -$507 -3 -5%
20 21
22
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