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IDEX

IEX

Market cap $17.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
626	HIA 626 Harbor Investment Advisory Lutherville, Maryland	$4.31K	–	–	–
627	SS 627 SBI Securities Tokyo, Japan	$3.86K	–	–	–
628	VNA 628 Valley National Advisers Bethlehem, Pennsylvania	$3.4K	+$423	+2	+15%
629	JWM 629 JPL Wealth Management Highlands Ranch, Colorado	$3.4K	+$3.17K	+15	New
630	DAM 630 Delta Asset Management Memphis, Tennessee	$3.4K	–	–	–
631	BHWM 631 Bay Harbor Wealth Management Hunt Valley, Maryland	$3.4K	+$635	+3	+25%
632	CCMI 632 Creative Capital Management Investments San Diego, California	$3.4K	+$3.17K	+15	New
633	FC 633 Financial Consulate Hunt Valley, Maryland	$3.18K	–	–	–
634	PWMG 634 Private Wealth Management Group Princeton, New Jersey	$3.18K	–	–	–
635	PWA 635 Physician Wealth Advisors Midvale, Utah	$3.18K	+$423	+2	+17%
636	AW 636 Avion Wealth The Woodlands, Texas	$3K	+$1.69K	+8	+89%
637	S 637 Sachetta Lynnfield, Massachusetts	$2.95K	–	–	–
638	MCM 638 Manchester Capital Management Manchester, Vermont	$2.72K	–	–	–
639	DPW 639 DiNuzzo Private Wealth Beaver, Pennsylvania	$2.72K	+$212	+1	+9%
640	BIA 640 Bell Investment Advisors Oakland, California	$2.5K	–	–	–
641	KFG 641 Kingdom Financial Group Peoria, Arizona	$2.37K	–	–	–
642	ADL 642 Asset Dedication LLC San Francisco, California	$2.27K	–	–	–
643	KG 643 Kilter Group Rhinebeck, New York	$2.27K	–	–	–
644	HIA 644 HFM Investment Advisors Glassboro, New Jersey	$2.27K	+$1.06K	+5	+100%
645	CPG 645 Cornerstone Planning Group Fairfield, New Jersey	$2.23K	–	–	–
646	YDMI 646 Y.D. More Investments Ramat Gan, Israel	$2.06K	+$27.9K	+132	+5%
647	BH 647 Burk Holdings Tulsa, Oklahoma	$1.82K	–	–	–
648	GWM 648 Geneos Wealth Management Englewood, Colorado	$1.62K	-$6.35K	-30	-81%
649	NA 649 Networth Advisors Canonsburg, Pennsylvania	$1.59K	–	–	–
650	SWM 650 SHP Wealth Management Plymouth, Massachusetts	$1.59K	+$846	+4	+133%

IDEX IEX Market cap $17.1B

IDEX

IEX

Market cap $17.1B