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IDEX

IEX

Market cap $17.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
601	DAM 601 Delta Asset Management Memphis, Tennessee	$3.02K	–	–	–
602	GFPC 602 Global Financial Private Client Sarasota, Florida	$3.02K	–	–	–
603	WIA 603 Wetzel Investment Advisors Indianapolis, Indiana	$2.93K	–	–	–
604	MFT 604 Moisand Fitzgerald Tamayo Orlando, Florida	$2.82K	–	–	–
605	RWM 605 Raffa Wealth Management Washington, District of Columbia	$2.82K	–	–	–
606	FFO 606 Fortitude Family Office Scottsdale, Arizona	$2.62K	–	–	–
607	TIM 607 Tortoise Investment Management White Plains, New York	$2.41K	–	–	–
608	DPW 608 DiNuzzo Private Wealth Beaver, Pennsylvania	$2.21K	+$437	+2	+22%
609	SL 609 Salomon & Ludwin Richmond, Virginia	$2.21K	–	–	–
610	ZB 610 Zions Bancorporation Salt Lake City, Utah	$2.21K	–	–	–
611	PPC 611 Park Place Capital Homewood, Alabama	$2.01K	-$8.08K	-37	-79%
612	ADL 612 Asset Dedication LLC San Francisco, California	$2.01K	–	–	–
613	RCM 613 Raleigh Capital Management Cary, North Carolina	$2.01K	+$1.75K	+8	+400%
614	SIC 614 SJS Investment Consulting Sylvania, Ohio	$1.81K	–	–	–
615	SWS 615 SYSTM Wealth Solutions Chicago, Illinois	$1.41K	-$16.2K	-74	-91%
616	CAM 616 Creekmur Asset Management Morton, Illinois	$1.41K	+$1.53K	+7	New
617	FW 617 Fairway Wealth Independence, Ohio	$1.41K	+$1.53K	+7	New
618	LIM 618 Longfellow Investment Management Boston, Massachusetts	$1.21K	–	–	–
619	PWA 619 Provenance Wealth Advisors Fort Lauderdale, Florida	$1.21K	–	–	–
620	AW 620 Avion Wealth The Woodlands, Texas	$1K	+$437	+2	+33%
621	CCM 621 Chilton Capital Management Houston, Texas	$805	–	–	–
622	TWD 622 True Wealth Design Akron, Ohio	$805	+$218	+1	+33%
623	IAIM 623 International Assets Investment Management Orlando, Florida	$805	+$874	+4	New
624	CSWM 624 Cassady Schiller Wealth Management Cincinnati, Ohio	$604	–	–	–
625	VWA 625 Valued Wealth Advisors Holladay, Utah	$604	–	–	–

IDEX IEX Market cap $17.1B

IDEX

IEX

Market cap $17.1B