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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
601
Signature Wealth Management Partners
New Jersey
– -$236K -1,000 Closed
VFA
602
Values First Advisors
Tennessee
– -$224K -948 Closed
UCFA
603
United Capital Financial Advisors
Texas
– -$217K -918 Closed
WI
604
Wahed Invest
New York
– -$214K -907 Closed
PWPS
605
Pinnacle Wealth Planning Services
Ohio
– -$213K -903 Closed
MYAM
606
Meiji Yasuda Asset Management
Japan
– -$213K -900 Closed
CWM
607
Connecticut Wealth Management
Connecticut
– -$211K -891 Closed
PSUF
608
People's United Financial
Connecticut
– -$210K -889 Closed
SA
609
Syntax Advisors
New York
– -$207K -877 Closed
VCG
610
Vantage Consulting Group
Virginia
– -$207K -877 Closed
V
611
Veritable
Delaware
– -$205K -868 Closed
CCA
612
Cadent Capital Advisors
Oklahoma
– -$205K -867 Closed
DILIC
613
Dai-ichi Life Insurance Company
Japan
– -$203K -859 Closed
BAS
614
Brown Advisory Securities
Maryland
– -$200K -847 Closed
AAM
615
Advisors Asset Management
Colorado
– -$109K -461 Closed
PPWM
616
PFG Private Wealth Management
Florida
– -$105K -444 Closed
CBT
617
CoreFirst Bank & Trust
Kansas
– -$45K -191 Closed
CT
618
Cambridge Trust
Massachusetts
– -$35K -150 Closed
CWS
619
Confluence Wealth Services
Pennsylvania
– -$23K -100 Closed
RWA
620
RGT Wealth Advisors
Texas
– -$16K -66 Closed
DAM
621
Delta Asset Management
Tennessee
– -$11K -45 Closed
SFM
622
Signet Financial Management
New Jersey
– -$9K -38 Closed
SWM
623
Spire Wealth Management
Virginia
– -$8K -32 Closed
DFCM
624
Dark Forest Capital Management
Puerto Rico
– -$7K -30 Closed
AWA
625
Amplius Wealth Advisors
Pennsylvania
– -$5K -24 Closed
22 23 24
25
26