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IDEX

IEX

Market cap $17.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
601	MFP 601 Meramec Financial Planners Saint Louis, Missouri	$10.3K	–	–	–
602	QL 602 Quarry LP New York	$10.2K	-$15K	-71	-61%
603	PTC 603 Private Trust Company Cleveland, Ohio	$9.99K	–	–	–
604	AWM 604 Activest Wealth Management Aventure, Florida	$9.76K	–	–	–
605	FFO 605 Fortitude Family Office Scottsdale, Arizona	$9.76K	+$212	+1	+2%
606	LI 606 LRI Investments Palm Beach Gardens, Florida	$9.3K	+$1.06K	+5	+14%
607	JWA 607 JFS Wealth Advisors Hermitage, Pennsylvania	$8.85K	+$846	+4	+11%
608	IRC 608 Investors Research Corp Atlanta, Georgia	$8.85K	–	–	–
609	MIM 609 MTM Investment Management Spartanburg, South Carolina	$8.85K	–	–	–
610	SFCL 610 Strengthening Families & Communities LLC Boston, Massachusetts	$8.51K	–	–	–
611	SIM 611 Synergy Investment Management Altamonte Springs, Florida	$8.25K	+$3.6K	+17	+89%
612	CTWM 612 Cherry Tree Wealth Management Minnetonka, Minnesota	$7.94K	–	–	–
613	HWA 613 Heritage Wealth Advisors Richmond, Virginia	$7.94K	–	–	–
614	SL 614 Salomon & Ludwin Richmond, Virginia	$7.65K	–	–	–
615	TAP 615 Tounjian Advisory Partners Fort Myers, Florida	$7.33K	+$6.77K	+32	New
616	BWA 616 Basecamp Wealth Advisors Bellevue, Washington	$7.04K	–	–	–
617	PGAM 617 Princeton Global Asset Management Princeton, New Jersey	$7.04K	–	–	–
618	CA 618 Crewe Advisors Salt Lake City, Utah	$6.81K	–	–	–
619	BGAI 619 Bruce G. Allen Investments Denver, Colorado	$6.13K	–	–	–
620	RWM 620 Rialto Wealth Management Syracuse, New York	$5.9K	+$2.54K	+12	+86%
621	FMP 621 Financial Management Professionals Austin, Texas	$5.67K	+$423	+2	+9%
622	NA 622 NewEdge Advisors New Orleans, Louisiana	$5.45K	-$846	-4	-14%
623	PWMG 623 Prestige Wealth Management Group Flemington, New Jersey	$5.45K	–	–	–
624	PC 624 Pier Capital Stamford, Connecticut	$4.99K	+$1.48K	+7	+47%
625	CMA 625 Cedar Mountain Advisors Lake Oswego, Oregon	$4.77K	–	–	–

IDEX IEX Market cap $17.1B

IDEX

IEX

Market cap $17.1B