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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
551
Essex Investment Management
Massachusetts
$16.9K – – –
DF
552
Dunhill Financial
United Kingdom
$16.5K +$16.4K +75 +1,071%
AWM
553
Abound Wealth Management
Tennessee
$16.3K – – –
CCA
554
Catalyst Capital Advisors
New York
$16.1K +$874 +4 +5%
MRC
555
Millburn Ridgefield Corp
New York
$16.1K +$874 +4 +5%
T
556
TOBAM
France
$16K -$53.7K -246 -75%
KFI
557
Key Financial Inc
Pennsylvania
$15.5K – – –
PB
558
Pinnacle Bancorp
Nebraska
$15.5K – – –
OWA
559
Opal Wealth Advisors
New York
$15.4K +$16.8K +77 New
HIA
560
Harbor Investment Advisory
Maryland
$14.1K -$3.93K -18 -20%
CHC
561
City Holding Co
West Virginia
$14.1K – – –
PTC
562
Private Trust Company
Ohio
$13.7K +$5.68K +26 +62%
SFCL
563
Strengthening Families & Communities LLC
Massachusetts
$13K +$655 +3 +5%
FFA
564
Frazier Financial Advisors
Ohio
$11.9K – – –
LFA
565
LGT Financial Advisors
Texas
$11.7K – – –
FMII
566
Farmers & Merchants Investments Inc
Nebraska
$10.9K – – –
KWAG
567
Kiely Wealth Advisory Group
North Carolina
$10.3K – – –
BGAI
568
Bruce G. Allen Investments
Colorado
$10.1K -$655 -3 -6%
SWA
569
SOA Wealth Advisors
New York
$10.1K -$218 -1 -2%
BWAM
570
Boyd Watterson Asset Management
Ohio
$10.1K – – –
PWMG
571
Private Wealth Management Group
New Jersey
$9.66K -$10.7K -49 -51%
FRA
572
Front Row Advisors
California
$9.05K -$1.09K -5 -10%
FUBT
573
First United Bank & Trust
Maryland
$9.05K – – –
PC
574
Pier Capital
Connecticut
$9.05K – – –
MPWT
575
MassMutual Private Wealth & Trust
Connecticut
$8.85K +$218 +1 +2%
21 22
23
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