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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
576
Creative Financial Designs
Indiana
$8.68K – – –
CQS
577
Credential Qtrade Securities
$8.68K – – –
GI
578
GAMMA Investing
California
$8.67K +$8.27K +41 New
IRC
579
Investors Research Corp
Georgia
$8.47K – – –
RFG
580
RFP Financial Group
Georgia
$8.47K +$7.87K +39 New
VNA
581
Valley National Advisers
Pennsylvania
$8K +$202 +1 +3%
CTWM
582
Cherry Tree Wealth Management
Minnesota
$7.6K – – –
CTA
583
Colonial Trust Advisors
South Carolina
$7.6K – – –
AWM
584
Abound Wealth Management
Tennessee
$6.73K -$2.42K -12 -28%
MCM
585
Manchester Capital Management
Vermont
$6.73K +$5.24K +26 +520%
IA
586
IFP Advisors
Florida
$6.51K -$90.4K -448 -94%
JWA
587
JFS Wealth Advisors
Pennsylvania
$5.64K -$605 -3 -10%
PWMG
588
Prestige Wealth Management Group
New Jersey
$5.21K -$1.21K -6 -20%
HI
589
Harbour Investments
Wisconsin
$4.99K +$2.42K +12 +109%
RTL
590
Red Tortoise LLC
Georgia
$4.34K – – –
GI
591
Gradient Investments
Minnesota
$3.69K -$605 -3 -15%
DAM
592
Delta Asset Management
Tennessee
$3.26K – – –
GFPC
593
Global Financial Private Client
Florida
$3.26K – – –
CFO
594
CVA Family Office
Colorado
$3.26K +$3.03K +15 New
MFT
595
Moisand Fitzgerald Tamayo
Florida
$3.04K – – –
RWM
596
Raffa Wealth Management
District of Columbia
$3.04K – – –
CAL
597
Capital Advisors Ltd
Ohio
$3K +$1.41K +7 +100%
WIA
598
Wetzel Investment Advisors
Indiana
$3K +$2.42K +12 New
LIWM
599
Long Island Wealth Management
New York
$3K +$3.03K +15 New
CFGS
600
Concourse Financial Group Securities
Alabama
$2.82K -$40.9K -203 -94%
22 23
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