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IDEX

IEX

Market cap $17.3B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
551	BWAM 551 Boyd Watterson Asset Management Cleveland, Ohio	$10.7K	–	–	–
552	BGAI 552 Bruce G. Allen Investments Denver, Colorado	$10.7K	–	–	–
553	PWMG 553 Private Wealth Management Group Princeton, New Jersey	$10.3K	–	–	–
554	FUBT 554 First United Bank & Trust Oakland, Maryland	$9.65K	–	–	–
555	PC 555 Pier Capital Stamford, Connecticut	$9.65K	–	–	–
556	PTC 556 Private Trust Company Cleveland, Ohio	$9.01K	-$5.24K	-26	-38%
557	VCM 557 Versant Capital Management Phoenix, Arizona	$8.79K	–	–	–
558	CFD 558 Creative Financial Designs Kokomo, Indiana	$8.58K	–	–	–
559	EBA 559 Eagle Bay Advisors New York	$8.37K	-$806	-4	-9%
560	IRC 560 Investors Research Corp Atlanta, Georgia	$8.37K	–	–	–
561	PA 561 Pineridge Advisors St. Charles, Missouri	$8.37K	–	–	–
562	LI 562 LRI Investments Palm Beach Gardens, Florida	$8.26K	–	–	–
563	VNA 563 Valley National Advisers Bethlehem, Pennsylvania	$8K	–	–	–
564	JWA 564 JFS Wealth Advisors Hermitage, Pennsylvania	$7.94K	+$2.22K	+11	+42%
565	CTWM 565 Cherry Tree Wealth Management Minnetonka, Minnesota	$7.51K	–	–	–
566	CTA 566 Colonial Trust Advisors Spartanburg, South Carolina	$7.51K	–	–	–
567	HWM 567 Hemington Wealth Management Falls Church, Virginia	$6K	+$6.25K	+31	New
568	GM 568 GeoWealth Management Chicago, Illinois	$5.79K	+$5.44K	+27	New
569	FCA 569 FinTrust Capital Advisors Greenville, South Carolina	$5.15K	–	–	–
570	PWMG 570 Prestige Wealth Management Group Flemington, New Jersey	$5.15K	–	–	–
571	TCOV 571 Trust Company of Vermont Brattleboro, Vermont	$4.93K	+$4.64K	+23	New
572	VWM 572 Venturi Wealth Management Austin, Texas	$4.5K	+$4.23K	+21	New
573	RTL 573 Red Tortoise LLC Atlanta, Georgia	$4.29K	–	–	–
574	CPA 574 Capital Performance Advisors Walnut Creek, California	$4.08K	+$3.83K	+19	New
575	HI 575 Harbour Investments Madison, Wisconsin	$3.86K	-$403	-2	-10%

IDEX IEX Market cap $17.3B

IDEX

IEX

Market cap $17.3B