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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
576
Valley National Advisers
Pennsylvania
$7K +$199 +1 +3%
LI
577
LRI Investments
Florida
$6.51K – – –
CTWM
578
Cherry Tree Wealth Management
Minnesota
$6.33K – – –
JWA
579
JFS Wealth Advisors
Pennsylvania
$5.97K -$796 -4 -11%
MEG
580
Millstone Evans Group
Colorado
$5.61K +$6.17K +31 New
SIM
581
Synergy Investment Management
Florida
$5.47K -$199 -1 -3%
SCB
582
Saudi Central Bank
Saudi Arabia
$5.43K +$5.97K +30 New
HDIM
583
Hanson & Doremus Investment Management
Vermont
$5K – – –
PWMG
584
Prestige Wealth Management Group
New Jersey
$4.34K – – –
TCOV
585
Trust Company of Vermont
Vermont
$3.98K -$199 -1 -4%
RTL
586
Red Tortoise LLC
Georgia
$3.62K – – –
DF
587
Dunhill Financial
United Kingdom
$3.49K -$398 -2 -10%
NC
588
NewSquare Capital
Pennsylvania
$3.26K +$2.99K +15 +500%
MSWM
589
Mowery & Schoenfeld Wealth Management
Illinois
$3.08K +$3.38K +17 New
HCP
590
Hexagon Capital Partners
Arkansas
$2.71K -$796 -4 -21%
DAM
591
Delta Asset Management
Tennessee
$2.71K – – –
DJSG
592
D.J. St. Germain
Massachusetts
$2.71K +$2.99K +15 New
MFT
593
Moisand Fitzgerald Tamayo
Florida
$2.53K – – –
RWM
594
Raffa Wealth Management
District of Columbia
$2.53K – – –
WSFS
595
Wilmington Savings Fund Society
Delaware
$2.35K -$11.3K -57 -81%
FFO
596
Fortitude Family Office
Arizona
$2.35K -$995 -5 -28%
RWM
597
Rialto Wealth Management
New York
$2.35K +$2.59K +13 New
ACM
598
Accent Capital Management
Ohio
$2.17K +$2.39K +12 New
ZBNA
599
Zions Bancorporation, National Association
Utah
$2.17K +$2.39K +12 New
AW
600
Avion Wealth
Texas
$2K – – –
22 23
24
25 26