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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	$1K	+$513	+3	+100%
602	CAL 602 Capital Advisors Ltd Shaker Heights, Ohio	$1K	+$854	+5	New
603	RWM 603 Rialto Wealth Management Syracuse, New York	$890	+$513	+3	+150%
604	NRG 604 Nemes Rush Group Novi, Michigan	$890	+$854	+5	New
605	WETS 605 Wealth Enhancement Trust Services Sioux Falls, South Dakota	$890	+$854	+5	New
606	CWP 606 Clark Wealth Partners O'fallon, Illinois	$712	–	–	–
607	DF 607 Dunhill Financial London, United Kingdom	$684	+$342	+2	+100%
608	HIA 608 HFM Investment Advisors Glassboro, New Jersey	$534	–	–	–
609	KG 609 Kilter Group Rhinebeck, New York	$534	–	–	–
610	VWA 610 Valued Wealth Advisors Holladay, Utah	$534	–	–	–
611	PWA 611 Principia Wealth Advisory Dallas, Texas	$534	+$171	+1	+50%
612	1CP 612 1015 Capital Partners Pottstown, Pennsylvania	$534	+$513	+3	New
613	BWL 613 Bogart Wealth LLC Mclean, Virginia	$534	+$513	+3	New
614	CFO 614 CVA Family Office Denver, Colorado	$534	+$513	+3	New
615	IWM 615 IMG Wealth Management Jacksonville, Florida	$534	+$513	+3	New
616	RJA 616 Ross\Johnson & Associates Plymouth, Minnesota	$534	+$513	+3	New
617	SRCM 617 Signature Resources Capital Management Newport Beach, California	$534	+$513	+3	New
618	B 618 Birchbrook Bangor, Maine	$420	–	–	–
619	CT 619 Colonial Trust Spartanburg, South Carolina	$356	–	–	–
620	CPG 620 Cornerstone Planning Group Fairfield, New Jersey	$196	-$854	-5	-83%
621	A 621 AlphaQuest New York	$178	–	–	–
622	ACA 622 American Capital Advisory Ketchum, Idaho	$178	–	–	–
623	MCM 623 MV Capital Management Bethesda, Maryland	$178	–	–	–
624	RS 624 Rakuten Securities Tokyo, Japan	$178	–	–	–
625	SA 625 Seneschal Advisors Tacoma, Washington	$178	–	–	–

IDEX IEX Market cap $17.1B

IDEX

IEX

Market cap $17.1B