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IDEX

IEX

Market cap $17.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
601	CWM 601 Crowley Wealth Management Wilmington, Delaware	$1.99K	–	–	–
602	S 602 Sachetta Lynnfield, Massachusetts	$1.99K	+$199	+1	+10%
603	ADL 603 Asset Dedication LLC San Francisco, California	$1.81K	–	–	–
604	DPW 604 DiNuzzo Private Wealth Beaver, Pennsylvania	$1.63K	-$597	-3	-25%
605	TIM 605 Tortoise Investment Management White Plains, New York	$1.63K	–	–	–
606	RIL 606 Rothschild Investment LLC Chicago, Illinois	$1.45K	-$199	-1	-11%
607	CA 607 Clearstead Advisors Cleveland, Ohio	$1.45K	–	–	–
608	TWD 608 True Wealth Design Akron, Ohio	$1.45K	+$597	+3	+60%
609	BFS 609 Bare Financial Services Gap, Pennsylvania	$1.45K	+$1.59K	+8	New
610	CPG 610 Cornerstone Planning Group Fairfield, New Jersey	$1.34K	+$199	+1	+14%
611	CFO 611 CVA Family Office Denver, Colorado	$1.27K	-$4.38K	-22	-76%
612	SIC 612 SJS Investment Consulting Sylvania, Ohio	$1.27K	-$199	-1	-13%
613	FCAS 613 First Command Advisory Services Fort Worth, Texas	$1.27K	+$1.39K	+7	New
614	GP 614 Greenline Partners New York	$1.27K	+$1.39K	+7	New
615	LIM 615 Longfellow Investment Management Boston, Massachusetts	$1.09K	–	–	–
616	PWA 616 Provenance Wealth Advisors Fort Lauderdale, Florida	$1.09K	–	–	–
617	CA 617 CoreCap Advisors Southfield, Michigan	$1.09K	+$1.19K	+6	New
618	SC 618 SouthState Corp Winter Haven, Florida	$1.09K	+$1.19K	+6	New
619	MCM 619 MV Capital Management Bethesda, Maryland	$905	-$1.79K	-9	-64%
620	CWP 620 Clark Wealth Partners O'fallon, Illinois	$724	+$796	+4	New
621	MSWA 621 Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$724	+$796	+4	New
622	PAM 622 Parvin Asset Management Sioux Falls, South Dakota	$724	+$796	+4	New
623	RA 623 Rise Advisors Rochester, New York	$724	+$796	+4	New
624	SS 624 SBI Securities Tokyo, Japan	$724	+$796	+4	New
625	VWA 625 Valued Wealth Advisors Holladay, Utah	$543	–	–	–

IDEX IEX Market cap $17.1B

IDEX

IEX

Market cap $17.1B