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IDEX

IEX

Market cap $17.2B

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

IDEX IEX Market cap $17.2B

IDEX

IEX

Market cap $17.2B