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IDEX
IEX

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
601
Avion Wealth
Texas
$2K – – –
TIM
602
Tortoise Investment Management
New York
$1.88K – – –
RIL
603
Rothschild Investment LLC
Illinois
$1.88K +$1.09K +5 +125%
CA
604
Clearstead Advisors
Ohio
$1.68K -$71.1K -325 -98%
SIC
605
SJS Investment Consulting
Ohio
$1.68K -$657 -3 -27%
CPG
606
Cornerstone Planning Group
New Jersey
$1.55K +$1.53K +7 New
CAM
607
Creekmur Asset Management
Illinois
$1.47K – – –
CSWM
608
Cassady Schiller Wealth Management
Ohio
$1.47K +$875 +4 +133%
LIM
609
Longfellow Investment Management
Massachusetts
$1.26K – – –
PWA
610
Provenance Wealth Advisors
Florida
$1.26K – – –
CAWM
611
Capital A Wealth Management
Pennsylvania
$1.26K +$1.31K +6 New
TWD
612
True Wealth Design
Ohio
$1.05K +$219 +1 +25%
HWA
613
HHM Wealth Advisors
Tennessee
$1.05K +$1.09K +5 New
CT
614
Colonial Trust
South Carolina
$840 +$438 +2 +100%
RCM
615
Raleigh Capital Management
North Carolina
$837 – – –
VWA
616
Valued Wealth Advisors
Utah
$628 – – –
BFPW
617
BOK Financial Private Wealth
Colorado
$628 +$657 +3 New
NC
618
NewSquare Capital
Pennsylvania
$628 +$657 +3 New
B
619
Birchbrook
Maine
$494 – – –
CA
620
Crewe Advisors
Utah
$419 -$3.5K -16 -89%
HI
621
Harbour Investments
Wisconsin
$419 -$3.5K -16 -89%
CA
622
Continuum Advisory
Idaho
$419 – – –
TFM
623
TFC Financial Management
Massachusetts
$419 – – –
PWM
624
Parkworth Wealth Management
California
$419 +$438 +2 New
WW
625
Winnow Wealth
Texas
$286 +$438 +2 New
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