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IDEX

IEX

Market cap $17.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
601	ACM 601 Accent Capital Management Centerville, Ohio	$2.11K	–	–	–
602	AW 602 Avion Wealth The Woodlands, Texas	$2K	+$177	+1	+9%
603	JWA 603 JFS Wealth Advisors Hermitage, Pennsylvania	$1.93K	-$3.9K	-22	-67%
604	DPW 604 DiNuzzo Private Wealth Beaver, Pennsylvania	$1.93K	+$355	+2	+22%
605	TWD 605 True Wealth Design Akron, Ohio	$1.93K	+$532	+3	+38%
606	SC 606 SouthState Corp Winter Haven, Florida	$1.93K	+$886	+5	+83%
607	CWM 607 Crowley Wealth Management Wilmington, Delaware	$1.93K	–	–	–
608	SS 608 SBI Securities Tokyo, Japan	$1.76K	+$1.06K	+6	+150%
609	RWM 609 Rialto Wealth Management Syracuse, New York	$1.58K	-$709	-4	-31%
610	MCM 610 MV Capital Management Bethesda, Maryland	$1.58K	+$709	+4	+80%
611	TIM 611 Total Investment Management Scottsdale, Arizona	$1.41K	+$1.42K	+8	New
612	BFS 612 Bare Financial Services Gap, Pennsylvania	$1.41K	–	–	–
613	KG 613 Kilter Group Rhinebeck, New York	$1.41K	+$1.42K	+8	New
614	RIL 614 Rothschild Investment LLC Chicago, Illinois	$1.23K	-$177	-1	-13%
615	MPW 615 MASECO Private Wealth London,	$1.06K	+$1.06K	+6	New
616	SIC 616 SJS Investment Consulting Sylvania, Ohio	$1.05K	-$177	-1	-14%
617	LIM 617 Longfellow Investment Management Boston, Massachusetts	$1.05K	–	–	–
618	PWA 618 Principia Wealth Advisory Dallas, Texas	$1.05K	+$886	+5	+500%
619	CPG 619 Cornerstone Planning Group Fairfield, New Jersey	$971	-$355	-2	-25%
620	TFM 620 TFC Financial Management Boston, Massachusetts	$703	+$355	+2	+100%
621	RA 621 Rise Advisors Rochester, New York	$702	–	–	–
622	BHWM 622 Bay Harbor Wealth Management Hunt Valley, Maryland	$702	+$355	+2	+100%
623	PWM 623 Parkworth Wealth Management Los Gatos, California	$702	+$355	+2	+100%
624	HIA 624 HFM Investment Advisors Glassboro, New Jersey	$702	+$532	+3	+300%
625	CT 625 Colonial Trust Spartanburg, South Carolina	$702	+$709	+4	New

IDEX IEX Market cap $17.1B

IDEX

IEX

Market cap $17.1B