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IDEX

IEX

Market cap $17.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
601	FFO 601 Fortitude Family Office Scottsdale, Arizona	$2.82K	+$2.62K	+13	New
602	ZB 602 Zions Bancorporation Salt Lake City, Utah	$2.39K	–	–	–
603	AF 603 Advisornet Financial Minnetonka, Minnesota	$2.39K	+$202	+1	+10%
604	SL 604 Salomon & Ludwin Richmond, Virginia	$2.29K	–	–	–
605	DPW 605 DiNuzzo Private Wealth Beaver, Pennsylvania	$2.17K	+$2.02K	+10	New
606	ADL 606 Asset Dedication LLC San Francisco, California	$2K	–	–	–
607	MCM 607 MV Capital Management Bethesda, Maryland	$1.74K	-$2.22K	-11	-58%
608	SIC 608 SJS Investment Consulting Sylvania, Ohio	$1.74K	-$1.01K	-5	-38%
609	JGIA 609 Jackson Grant Investment Advisers Stamford, Connecticut	$1.52K	–	–	–
610	PWA 610 Provenance Wealth Advisors Fort Lauderdale, Florida	$1.3K	-$202	-1	-14%
611	LIM 611 Longfellow Investment Management Boston, Massachusetts	$1.3K	–	–	–
612	S 612 Sachetta Lynnfield, Massachusetts	$1.3K	+$1.21K	+6	New
613	DF 613 Dunhill Financial London, United Kingdom	$1.22K	+$1.21K	+6	New
614	AW 614 Avion Wealth The Woodlands, Texas	$1K	+$605	+3	+100%
615	CCM 615 Chilton Capital Management Houston, Texas	$869	+$807	+4	New
616	VWA 616 Valued Wealth Advisors Holladay, Utah	$625	+$605	+3	New
617	PI 617 PEAK6 Investments Chicago, Illinois	$593	-$234K	-1,159	-100%
618	TWD 618 True Wealth Design Akron, Ohio	$435	–	–	–
619	TFM 619 TFC Financial Management Boston, Massachusetts	$435	+$403	+2	New
620	TWP 620 TFO Wealth Partners Maumee, Ohio	$217	–	–	–
621	DWM 621 Dogwood Wealth Management Lenexa, Kansas	$3	–	–	–
622	ESCM 622 Echo Street Capital Management New York	–	-$61.9M	-297,775	Closed
623	GCM 623 Greenland Capital Management New York	–	-$8.2M	-39,436	Closed
624	VMPIC 624 Varma Mutual Pension Insurance Co Helsinki, Finland	–	-$7.15M	-34,368	Closed
625	MPM 625 Meritage Portfolio Management Overland Park, Kansas	–	-$6.95M	-33,396	Closed

IDEX IEX Market cap $17.1B

IDEX

IEX

Market cap $17.1B