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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
576
Crewe Advisors
Utah
$3.86K – – –
FFO
577
Fortitude Family Office
Arizona
$3.86K +$1.01K +5 +38%
CFO
578
CVA Family Office
Colorado
$3.22K -$403 -2 -12%
DAM
579
Delta Asset Management
Tennessee
$3.22K – – –
GFPC
580
Global Financial Private Client
Florida
$3.22K – – –
BWL
581
Bogart Wealth LLC
Virginia
$3.22K +$3.02K +15 New
MCM
582
MV Capital Management
Maryland
$3K -$403 -2 -13%
MFT
583
Moisand Fitzgerald Tamayo
Florida
$3K – – –
RWM
584
Raffa Wealth Management
District of Columbia
$3K – – –
HCP
585
Hexagon Capital Partners
Arkansas
$3K +$2.82K +14 New
GWM
586
Geneos Wealth Management
Colorado
$2.79K +$2.62K +13 New
DPW
587
DiNuzzo Private Wealth
Pennsylvania
$2.57K +$202 +1 +9%
SL
588
Salomon & Ludwin
Virginia
$2.36K – – –
ZB
589
Zions Bancorporation
Utah
$2.36K – – –
SIC
590
SJS Investment Consulting
Ohio
$2.36K +$403 +2 +22%
ADL
591
Asset Dedication LLC
California
$2.15K – – –
S
592
Sachetta
Massachusetts
$2.15K +$2.02K +10 New
AW
593
Avion Wealth
Texas
$2K +$605 +3 +38%
TIM
594
Tortoise Investment Management
New York
$1.93K -$605 -3 -25%
FNWA
595
Financial Network Wealth Advisors
Utah
$1.93K +$1.81K +9 New
CAM
596
Creekmur Asset Management
Illinois
$1.5K – – –
LIM
597
Longfellow Investment Management
Massachusetts
$1.29K – – –
PWA
598
Provenance Wealth Advisors
Florida
$1.29K – – –
HPC
599
HM Payson & Co
Maine
$1.29K +$1.21K +6 New
RIL
600
Rothschild Investment LLC
Illinois
$858 -$3.83K -19 -83%
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