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IDEX

IEX

Market cap $17.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
601	S 601 Sachetta Lynnfield, Massachusetts	$2.09K	–	–	–
602	AW 602 Avion Wealth The Woodlands, Texas	$2K	–	–	–
603	TIM 603 Tortoise Investment Management White Plains, New York	$1.88K	–	–	–
604	RIL 604 Rothschild Investment LLC Chicago, Illinois	$1.88K	+$1.09K	+5	+125%
605	CA 605 Clearstead Advisors Cleveland, Ohio	$1.68K	-$71.1K	-325	-98%
606	SIC 606 SJS Investment Consulting Sylvania, Ohio	$1.68K	-$657	-3	-27%
607	CPG 607 Cornerstone Planning Group Fairfield, New Jersey	$1.55K	+$1.53K	+7	New
608	CAM 608 Creekmur Asset Management Morton, Illinois	$1.47K	–	–	–
609	CSWM 609 Cassady Schiller Wealth Management Cincinnati, Ohio	$1.47K	+$875	+4	+133%
610	LIM 610 Longfellow Investment Management Boston, Massachusetts	$1.26K	–	–	–
611	PWA 611 Provenance Wealth Advisors Fort Lauderdale, Florida	$1.26K	–	–	–
612	CAWM 612 Capital A Wealth Management New Castle, Pennsylvania	$1.26K	+$1.31K	+6	New
613	TWD 613 True Wealth Design Akron, Ohio	$1.05K	+$219	+1	+25%
614	HWA 614 HHM Wealth Advisors Chattanooga, Tennessee	$1.05K	+$1.09K	+5	New
615	CT 615 Colonial Trust Spartanburg, South Carolina	$840	+$438	+2	+100%
616	RCM 616 Raleigh Capital Management Cary, North Carolina	$837	–	–	–
617	VWA 617 Valued Wealth Advisors Holladay, Utah	$628	–	–	–
618	BFPW 618 BOK Financial Private Wealth Denver, Colorado	$628	+$657	+3	New
619	NC 619 NewSquare Capital Newtown Square, Pennsylvania	$628	+$657	+3	New
620	B 620 Birchbrook Bangor, Maine	$494	–	–	–
621	CA 621 Crewe Advisors Salt Lake City, Utah	$419	-$3.5K	-16	-89%
622	HI 622 Harbour Investments Madison, Wisconsin	$419	-$3.5K	-16	-89%
623	CA 623 Continuum Advisory Eagle, Idaho	$419	–	–	–
624	TFM 624 TFC Financial Management Boston, Massachusetts	$419	–	–	–
625	PWM 625 Parkworth Wealth Management Los Gatos, California	$419	+$438	+2	New

IDEX IEX Market cap $17.1B

IDEX

IEX

Market cap $17.1B