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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Activest Wealth Management
Florida
$9.76K – – –
FFO
602
Fortitude Family Office
Arizona
$9.76K +$212 +1 +2%
LI
603
LRI Investments
Florida
$9.3K +$1.06K +5 +14%
JWA
604
JFS Wealth Advisors
Pennsylvania
$8.85K +$846 +4 +11%
IRC
605
Investors Research Corp
Georgia
$8.85K – – –
MIM
606
MTM Investment Management
South Carolina
$8.85K – – –
SFCL
607
Strengthening Families & Communities LLC
Massachusetts
$8.51K – – –
SIM
608
Synergy Investment Management
Florida
$8.25K +$3.6K +17 +89%
HWA
609
Heritage Wealth Advisors
Virginia
$7.94K – – –
SL
610
Salomon & Ludwin
Virginia
$7.65K – – –
TAP
611
Tounjian Advisory Partners
Florida
$7.33K +$6.77K +32 New
BWA
612
Basecamp Wealth Advisors
Washington
$7.04K – – –
PGAM
613
Princeton Global Asset Management
New Jersey
$7.04K – – –
CA
614
Crewe Advisors
Utah
$6.81K – – –
BGAI
615
Bruce G. Allen Investments
Colorado
$6.13K – – –
RWM
616
Rialto Wealth Management
New York
$5.9K +$2.54K +12 +86%
FMP
617
Financial Management Professionals
Texas
$5.67K +$423 +2 +9%
NA
618
NewEdge Advisors
Louisiana
$5.45K -$846 -4 -14%
PWMG
619
Prestige Wealth Management Group
New Jersey
$5.45K – – –
PC
620
Pier Capital
Connecticut
$4.99K +$1.48K +7 +47%
CMA
621
Cedar Mountain Advisors
Oregon
$4.77K – – –
CFM
622
Cornerstone Financial Management
Massachusetts
$4.77K – – –
SSG
623
Summit Securities Group
New York
$4.77K +$1.9K +9 +75%
RWM
624
Raffa Wealth Management
District of Columbia
$4.54K +$1.27K +6 +43%
CFD
625
Creative Financial Designs
Indiana
$4.31K – – –
23 24
25
26 27