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IDEX

IEX

Market cap $17.3B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
601	ZB 601 Zions Bancorporation Salt Lake City, Utah	$2.39K	–	–	–
602	AF 602 Advisornet Financial Minnetonka, Minnesota	$2.39K	+$202	+1	+10%
603	SL 603 Salomon & Ludwin Richmond, Virginia	$2.29K	–	–	–
604	DPW 604 DiNuzzo Private Wealth Beaver, Pennsylvania	$2.17K	+$2.02K	+10	New
605	ADL 605 Asset Dedication LLC San Francisco, California	$2K	–	–	–
606	MCM 606 MV Capital Management Bethesda, Maryland	$1.74K	-$2.22K	-11	-58%
607	SIC 607 SJS Investment Consulting Sylvania, Ohio	$1.74K	-$1.01K	-5	-38%
608	JGIA 608 Jackson Grant Investment Advisers Stamford, Connecticut	$1.52K	–	–	–
609	PWA 609 Provenance Wealth Advisors Fort Lauderdale, Florida	$1.3K	-$202	-1	-14%
610	LIM 610 Longfellow Investment Management Boston, Massachusetts	$1.3K	–	–	–
611	S 611 Sachetta Lynnfield, Massachusetts	$1.3K	+$1.21K	+6	New
612	DF 612 Dunhill Financial London, United Kingdom	$1.22K	+$1.21K	+6	New
613	AW 613 Avion Wealth The Woodlands, Texas	$1K	+$605	+3	+100%
614	CCM 614 Chilton Capital Management Houston, Texas	$869	+$807	+4	New
615	VWA 615 Valued Wealth Advisors Holladay, Utah	$625	+$605	+3	New
616	PI 616 PEAK6 Investments Chicago, Illinois	$593	-$234K	-1,159	-100%
617	TWD 617 True Wealth Design Akron, Ohio	$435	–	–	–
618	TFM 618 TFC Financial Management Boston, Massachusetts	$435	+$403	+2	New
619	TWP 619 TFO Wealth Partners Maumee, Ohio	$217	–	–	–
620	DWM 620 Dogwood Wealth Management Lenexa, Kansas	$3	–	–	–
621	ESCM 621 Echo Street Capital Management New York	–	-$61.9M	-297,775	Closed
622	GCM 622 Greenland Capital Management New York	–	-$8.2M	-39,436	Closed
623	VMPIC 623 Varma Mutual Pension Insurance Co Helsinki, Finland	–	-$7.15M	-34,368	Closed
624	MPM 624 Meritage Portfolio Management Overland Park, Kansas	–	-$6.95M	-33,396	Closed
625	TC 625 TownSquare Capital Provo, Utah	–	-$3.97M	-19,084	Closed

IDEX IEX Market cap $17.3B

IDEX

IEX

Market cap $17.3B