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IDEX

IEX

Market cap $17.2B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
576	CTWM 576 Cherry Tree Wealth Management Minnetonka, Minnesota	$7.33K	–	–	–
577	CTA 577 Colonial Trust Advisors Spartanburg, South Carolina	$7.33K	–	–	–
578	SIM 578 Synergy Investment Management Altamonte Springs, Florida	$6.33K	+$6.78K	+31	New
579	CFO 579 CVA Family Office Denver, Colorado	$6.07K	+$3.06K	+14	+93%
580	HDIM 580 Hanson & Doremus Investment Management Burlington, Vermont	$6K	+$6.57K	+30	New
581	PWMG 581 Prestige Wealth Management Group Flemington, New Jersey	$5.02K	–	–	–
582	EBA 582 Eagle Bay Advisors New York	$4.81K	-$3.5K	-16	-41%
583	TCOV 583 Trust Company of Vermont Brattleboro, Vermont	$4.81K	–	–	–
584	GM 584 GeoWealth Management Chicago, Illinois	$4.81K	-$875	-4	-15%
585	VWM 585 Venturi Wealth Management Austin, Texas	$4.4K	–	–	–
586	DF 586 Dunhill Financial London, United Kingdom	$4.38K	-$15.3K	-70	-77%
587	RTL 587 Red Tortoise LLC Atlanta, Georgia	$4.19K	–	–	–
588	HCP 588 Hexagon Capital Partners Rogers, Arkansas	$3.98K	+$1.09K	+5	+36%
589	FFO 589 Fortitude Family Office Scottsdale, Arizona	$3.77K	–	–	–
590	GFPC 590 Global Financial Private Client Sarasota, Florida	$3.77K	+$657	+3	+20%
591	BWL 591 Bogart Wealth LLC Mclean, Virginia	$3.14K	–	–	–
592	DAM 592 Delta Asset Management Memphis, Tennessee	$3.14K	–	–	–
593	MFT 593 Moisand Fitzgerald Tamayo Orlando, Florida	$2.93K	–	–	–
594	MCM 594 MV Capital Management Bethesda, Maryland	$2.93K	–	–	–
595	RWM 595 Raffa Wealth Management Washington, District of Columbia	$2.93K	–	–	–
596	GWM 596 Geneos Wealth Management Englewood, Colorado	$2.72K	–	–	–
597	DPW 597 DiNuzzo Private Wealth Beaver, Pennsylvania	$2.51K	–	–	–
598	ZB 598 Zions Bancorporation Salt Lake City, Utah	$2.3K	–	–	–
599	CWM 599 Crowley Wealth Management Wilmington, Delaware	$2.3K	+$2.41K	+11	New
600	ADL 600 Asset Dedication LLC San Francisco, California	$2.09K	–	–	–

IDEX IEX Market cap $17.2B

IDEX

IEX

Market cap $17.2B