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IDEX

IEX

Market cap $17.1B

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

IDEX IEX Market cap $17.1B

IDEX

IEX

Market cap $17.1B