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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
576
Colonial Trust Advisors
South Carolina
$20.4K +$19K +90 New
CFO
577
CVA Family Office
Colorado
$20K +$2.12K +10 +13%
WA
578
WPG Advisers
Maryland
$19.7K +$1.9K +9 +12%
PWPS
579
Pinnacle Wealth Planning Services
Ohio
$19.3K -$7.19K -34 -29%
CT
580
Caldwell Trust
Florida
$19.3K – – –
PWAM
581
Private Wealth Asset Management
Iowa
$17K – – –
OCWP
582
Owl Creek Wealth Partners
Colorado
$15.9K – – –
CHC
583
City Holding Co
West Virginia
$15.9K – – –
CA
584
Clearstead Advisors
Ohio
$15.2K +$7.19K +34 +103%
Q1WB
585
Quest 10 Wealth Builders
Virginia
$14.8K – – –
FPF
586
First Pacific Financial
Washington
$14.5K +$13.1K +62 +3,100%
KFAS
587
Keating Financial Advisory Services
Kansas
$14.3K +$4.87K +23 +58%
ANBT
588
American National Bank & Trust
Texas
$14.1K – – –
FFA
589
Frazier Financial Advisors
Ohio
$13.4K – – –
KFI
590
Key Financial Inc
Pennsylvania
$13.2K – – –
FMII
591
Farmers & Merchants Investments Inc
Nebraska
$12.3K – – –
WB
592
Webster Bank
Connecticut
$12.3K – – –
FHC
593
First Horizon Corporation
Tennessee
$12K – – –
LWCFA
594
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.3K – – –
ZBNA
595
Zions Bancorporation, National Association
Utah
$11.3K +$5.08K +24 +92%
TWC
596
TD Waterhouse Canada
Ontario, Canada
$11.2K – – –
APFP
597
Action Point Financial Planning
Michigan
$10.7K +$10.4K +49 New
MFP
598
Meramec Financial Planners
Missouri
$10.3K – – –
QL
599
Quarry LP
New York
$10.2K -$15K -71 -61%
PTC
600
Private Trust Company
Ohio
$9.99K – – –
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