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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIME
526
Evelyn Partners Investment Management (Europe)
$21.4K – – –
TPCW
527
TD Private Client Wealth
New York
$21K +$3.76K +22 +23%
SSG
528
Summit Securities Group
New York
$19.9K -$3.08K -18 -14%
MCM
529
MAI Capital Management
Ohio
$18.8K +$8.71K +51 +93%
DE
530
DV Equities
Illinois
$18.7K +$17.9K +105 New
SWM
531
Spire Wealth Management
Virginia
$18.3K -$7.69K -45 -30%
BOTPPF
532
Board of the Pension Protection Fund
United Kingdom
$17.8K +$17.1K +100 New
TFIPS
533
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.8K +$17.1K +100 New
CT
534
Caldwell Trust
Florida
$15.1K – – –
WA
535
WPG Advisers
Maryland
$13.7K +$513 +3 +4%
PWAM
536
Private Wealth Asset Management
Iowa
$13.3K – – –
SIC
537
SJS Investment Consulting
Ohio
$13K +$11.4K +67 +1,117%
CHC
538
City Holding Co
West Virginia
$12.5K – – –
Q1WB
539
Quest 10 Wealth Builders
Virginia
$11.6K – – –
TWD
540
True Wealth Design
Ohio
$11.4K +$8.37K +49 +327%
ANBT
541
American National Bank & Trust
Texas
$11K – – –
FFA
542
Frazier Financial Advisors
Ohio
$10.5K – – –
KFI
543
Key Financial Inc
Pennsylvania
$10.3K – – –
TWC
544
TD Waterhouse Canada
Ontario, Canada
$10.1K +$1.2K +7 +14%
MFP
545
Meramec Financial Planners
Missouri
$9.72K +$7.86K +46 New
FMII
546
Farmers & Merchants Investments Inc
Nebraska
$9.61K – – –
WB
547
Webster Bank
Connecticut
$9.61K – – –
FHC
548
First Horizon Corporation
Tennessee
$9.43K – – –
FAMI
549
Fideuram Asset Management (Ireland)
$8.77K +$7.18K +42 New
GWM
550
Geneos Wealth Management
Colorado
$8.04K -$6.83K -40 -47%
20 21
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