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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
576
GW&K Investment Management
Massachusetts
$23K – – –
EB
577
Eastern Bank
Massachusetts
$22.9K +$21.4K +101 New
HIM
578
Hillsdale Investment Management
Ontario, Canada
$20.4K – – –
CTA
579
Colonial Trust Advisors
South Carolina
$20.4K +$19K +90 New
CFO
580
CVA Family Office
Colorado
$20K +$2.12K +10 +13%
WA
581
WPG Advisers
Maryland
$19.7K +$1.9K +9 +12%
PWPS
582
Pinnacle Wealth Planning Services
Ohio
$19.3K -$7.19K -34 -29%
CT
583
Caldwell Trust
Florida
$19.3K – – –
PWAM
584
Private Wealth Asset Management
Iowa
$17K – – –
OCWP
585
Owl Creek Wealth Partners
Colorado
$15.9K – – –
CHC
586
City Holding Co
West Virginia
$15.9K – – –
CA
587
Clearstead Advisors
Ohio
$15.2K +$7.19K +34 +103%
Q1WB
588
Quest 10 Wealth Builders
Virginia
$14.8K – – –
FPF
589
First Pacific Financial
Washington
$14.5K +$13.1K +62 +3,100%
KFAS
590
Keating Financial Advisory Services
Kansas
$14.3K +$4.87K +23 +58%
ANBT
591
American National Bank & Trust
Texas
$14.1K – – –
FFA
592
Frazier Financial Advisors
Ohio
$13.4K – – –
KFI
593
Key Financial Inc
Pennsylvania
$13.2K – – –
FMII
594
Farmers & Merchants Investments Inc
Nebraska
$12.3K – – –
WB
595
Webster Bank
Connecticut
$12.3K – – –
FHC
596
First Horizon Corporation
Tennessee
$12K – – –
LWCFA
597
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.3K – – –
ZBNA
598
Zions Bancorporation, National Association
Utah
$11.3K +$5.08K +24 +92%
TWC
599
TD Waterhouse Canada
Ontario, Canada
$11.2K – – –
APFP
600
Action Point Financial Planning
Michigan
$10.7K +$10.4K +49 New
22 23
24
25 26