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IDEX

IEX

Market cap $17.3B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
626	CFM 626 Cornerstone Financial Management Burlington, Massachusetts	$4.77K	–	–	–
627	SSG 627 Summit Securities Group New York	$4.77K	+$1.9K	+9	+75%
628	RWM 628 Raffa Wealth Management Washington, District of Columbia	$4.54K	+$1.27K	+6	+43%
629	CFD 629 Creative Financial Designs Kokomo, Indiana	$4.31K	–	–	–
630	HIA 630 Harbor Investment Advisory Lutherville, Maryland	$4.31K	–	–	–
631	SS 631 SBI Securities Tokyo, Japan	$3.86K	–	–	–
632	VNA 632 Valley National Advisers Bethlehem, Pennsylvania	$3.4K	+$423	+2	+15%
633	JWM 633 JPL Wealth Management Highlands Ranch, Colorado	$3.4K	+$3.17K	+15	New
634	DAM 634 Delta Asset Management Memphis, Tennessee	$3.4K	–	–	–
635	BHWM 635 Bay Harbor Wealth Management Hunt Valley, Maryland	$3.4K	+$635	+3	+25%
636	CCMI 636 Creative Capital Management Investments San Diego, California	$3.4K	+$3.17K	+15	New
637	FC 637 Financial Consulate Hunt Valley, Maryland	$3.18K	–	–	–
638	PWMG 638 Private Wealth Management Group Princeton, New Jersey	$3.18K	–	–	–
639	PWA 639 Physician Wealth Advisors Midvale, Utah	$3.18K	+$423	+2	+17%
640	AW 640 Avion Wealth The Woodlands, Texas	$3K	+$1.69K	+8	+89%
641	S 641 Sachetta Lynnfield, Massachusetts	$2.95K	–	–	–
642	MCM 642 Manchester Capital Management Manchester, Vermont	$2.72K	–	–	–
643	DPW 643 DiNuzzo Private Wealth Beaver, Pennsylvania	$2.72K	+$212	+1	+9%
644	BIA 644 Bell Investment Advisors Oakland, California	$2.5K	–	–	–
645	KFG 645 Kingdom Financial Group Peoria, Arizona	$2.37K	–	–	–
646	ADL 646 Asset Dedication LLC San Francisco, California	$2.27K	–	–	–
647	KG 647 Kilter Group Rhinebeck, New York	$2.27K	–	–	–
648	HIA 648 HFM Investment Advisors Glassboro, New Jersey	$2.27K	+$1.06K	+5	+100%
649	AIM 649 Anchor Investment Management Columbia, South Carolina	$2.27K	+$2.12K	+10	New
650	CPG 650 Cornerstone Planning Group Fairfield, New Jersey	$2.23K	–	–	–

IDEX IEX Market cap $17.3B

IDEX

IEX

Market cap $17.3B