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IDEX

IEX

Market cap $17.2B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
601	WIA 601 Wetzel Investment Advisors Indianapolis, Indiana	$2.93K	–	–	–
602	MFT 602 Moisand Fitzgerald Tamayo Orlando, Florida	$2.82K	–	–	–
603	RWM 603 Raffa Wealth Management Washington, District of Columbia	$2.82K	–	–	–
604	FFO 604 Fortitude Family Office Scottsdale, Arizona	$2.62K	–	–	–
605	TIM 605 Tortoise Investment Management White Plains, New York	$2.41K	–	–	–
606	DPW 606 DiNuzzo Private Wealth Beaver, Pennsylvania	$2.21K	+$437	+2	+22%
607	SL 607 Salomon & Ludwin Richmond, Virginia	$2.21K	–	–	–
608	ZB 608 Zions Bancorporation Salt Lake City, Utah	$2.21K	–	–	–
609	PPC 609 Park Place Capital Homewood, Alabama	$2.01K	-$8.08K	-37	-79%
610	ADL 610 Asset Dedication LLC San Francisco, California	$2.01K	–	–	–
611	RCM 611 Raleigh Capital Management Cary, North Carolina	$2.01K	+$1.75K	+8	+400%
612	SIC 612 SJS Investment Consulting Sylvania, Ohio	$1.81K	–	–	–
613	SWS 613 SYSTM Wealth Solutions Chicago, Illinois	$1.41K	-$16.2K	-74	-91%
614	CAM 614 Creekmur Asset Management Morton, Illinois	$1.41K	+$1.53K	+7	New
615	FW 615 Fairway Wealth Independence, Ohio	$1.41K	+$1.53K	+7	New
616	LIM 616 Longfellow Investment Management Boston, Massachusetts	$1.21K	–	–	–
617	PWA 617 Provenance Wealth Advisors Fort Lauderdale, Florida	$1.21K	–	–	–
618	AW 618 Avion Wealth The Woodlands, Texas	$1K	+$437	+2	+33%
619	CCM 619 Chilton Capital Management Houston, Texas	$805	–	–	–
620	TWD 620 True Wealth Design Akron, Ohio	$805	+$218	+1	+33%
621	IAIM 621 International Assets Investment Management Orlando, Florida	$805	+$874	+4	New
622	ECM 622 Everence Capital Management Goshen, Indiana	$626	–	–	–
623	CSWM 623 Cassady Schiller Wealth Management Cincinnati, Ohio	$604	–	–	–
624	VWA 624 Valued Wealth Advisors Holladay, Utah	$604	–	–	–
625	B 625 Birchbrook Bangor, Maine	$475	+$437	+2	New

IDEX IEX Market cap $17.2B

IDEX

IEX

Market cap $17.2B