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IDEX
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSG
601
Summit Securities Group
New York
| – | -$29K | -160 | Closed |
|
|
CI
602
CX Institutional
Auburn,
Indiana
| – | -$24K | -130 | Closed |
|
|
CWP
603
Concord Wealth Partners
Abingdon,
Virginia
| – | -$10K | -56 | Closed |
|
604
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$5K | -25 | Closed |
|
|
PFGIA
605
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$3K | -19 | Closed |
|
|
AIP
606
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$3K | -16 | Closed |
|
|
MFT
607
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$2K | -12 | Closed |
|
|
SFG
608
Steward Financial Group
Colleyville,
Texas
| – | -$1K | -10 | Closed |
|
|
JFGIW
609
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$1K | -8 | Closed |
|
|
TWP
610
TFO Wealth Partners
Maumee,
Ohio
| – | -$1K | -8 | Closed |
|
|
HS
611
Horan Securities
Cincinnati,
United States
| – | -$1K | -5 | Closed |
|
|
CIAS
612
CFS Investment Advisory Services
Totowa,
New Jersey
| – | +$17M | +83,937 | New |
|