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IDEX

IEX

Market cap $17.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
601	AW 601 Avion Wealth The Woodlands, Texas	$2K	–	–	–
602	CWM 602 Crowley Wealth Management Wilmington, Delaware	$1.99K	–	–	–
603	S 603 Sachetta Lynnfield, Massachusetts	$1.99K	+$199	+1	+10%
604	ADL 604 Asset Dedication LLC San Francisco, California	$1.81K	–	–	–
605	DPW 605 DiNuzzo Private Wealth Beaver, Pennsylvania	$1.63K	-$597	-3	-25%
606	TIM 606 Tortoise Investment Management White Plains, New York	$1.63K	–	–	–
607	RIL 607 Rothschild Investment LLC Chicago, Illinois	$1.45K	-$199	-1	-11%
608	CA 608 Clearstead Advisors Cleveland, Ohio	$1.45K	–	–	–
609	TWD 609 True Wealth Design Akron, Ohio	$1.45K	+$597	+3	+60%
610	BFS 610 Bare Financial Services Gap, Pennsylvania	$1.45K	+$1.59K	+8	New
611	CPG 611 Cornerstone Planning Group Fairfield, New Jersey	$1.34K	+$199	+1	+14%
612	CFO 612 CVA Family Office Denver, Colorado	$1.27K	-$4.38K	-22	-76%
613	SIC 613 SJS Investment Consulting Sylvania, Ohio	$1.27K	-$199	-1	-13%
614	FCAS 614 First Command Advisory Services Fort Worth, Texas	$1.27K	+$1.39K	+7	New
615	GP 615 Greenline Partners New York	$1.27K	+$1.39K	+7	New
616	LIM 616 Longfellow Investment Management Boston, Massachusetts	$1.09K	–	–	–
617	PWA 617 Provenance Wealth Advisors Fort Lauderdale, Florida	$1.09K	–	–	–
618	CA 618 CoreCap Advisors Southfield, Michigan	$1.09K	+$1.19K	+6	New
619	SC 619 SouthState Corp Winter Haven, Florida	$1.09K	+$1.19K	+6	New
620	MCM 620 MV Capital Management Bethesda, Maryland	$905	-$1.79K	-9	-64%
621	CWP 621 Clark Wealth Partners O'fallon, Illinois	$724	+$796	+4	New
622	MSWA 622 Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$724	+$796	+4	New
623	PAM 623 Parvin Asset Management Sioux Falls, South Dakota	$724	+$796	+4	New
624	RA 624 Rise Advisors Rochester, New York	$724	+$796	+4	New
625	SS 625 SBI Securities Tokyo, Japan	$724	+$796	+4	New

IDEX IEX Market cap $17.1B

IDEX

IEX

Market cap $17.1B