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IES Holdings
IESC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Securian Asset Management
276
Securian Asset Management
Minnesota
USD 397 k +USD 418 k +1,294 Nuevas
Trek Financial
277
Trek Financial
Arizona
USD 390 k -USD 1.94 k -6 -0.6%
Portside Wealth Group
278
Portside Wealth Group
Utah
USD 389 k +USD 11.6 k +36 +4%
&Partners
279
&Partners
Tennessee
USD 381 k +USD 335 k +1,036 Nuevas
DWG
280
Darden Wealth Group
Michigan
USD 378 k -USD 64.6 k -200 -16%
Advisory Services Network
281
Advisory Services Network
Georgia
USD 376 k +USD 119 k +368 +56%
Los Angeles Capital Management
282
Los Angeles Capital Management
California
USD 375 k +USD 91.1 k +282 +38%
Vise Technologies
283
Vise Technologies
New York
USD 369 k +USD 324 k +1,004 Nuevas
Atlantic Union Bankshares
284
Atlantic Union Bankshares
Virginia
USD 367 k – – –
Maryland State Retirement & Pension System
285
Maryland State Retirement & Pension System
Maryland
USD 351 k +USD 309 k +956 Nuevas
Mitsubishi UFJ Trust & Banking
286
Mitsubishi UFJ Trust & Banking
Japan
USD 351 k +USD 309 k +956 Nuevas
Capstone Investment Advisors
287
Capstone Investment Advisors
New York
USD 347 k -USD 274 k -848 -47%
DnB Asset Management
288
DnB Asset Management
Norway
USD 343 k – – –
Utah Retirement Systems
289
Utah Retirement Systems
Utah
USD 334 k +USD 293 k +908 Nuevas
Connor, Clark & Lunn Investment Management (CC&L)
290
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
USD 333 k -USD 3.23 k -10 -1%
JTF
291
J. Team Financial
Texas
USD 329 k – – –
Oakwell Private Wealth Management
292
Oakwell Private Wealth Management
Texas
USD 325 k -USD 381 k -1,180 -57%
Harbour Investments
293
Harbour Investments
Wisconsin
USD 324 k -USD 29.1 k -90 -9%
Sequoia Financial Advisors
294
Sequoia Financial Advisors
Ohio
USD 319 k +USD 280 k +868 Nuevas
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
USD 319 k -USD 70.4 k -218 -20%
Bryn Mawr Capital Management
296
Bryn Mawr Capital Management
Pennsylvania
USD 314 k +USD 276 k +856 Nuevas
Brown Advisory
297
Brown Advisory
Maryland
USD 309 k – – –
PP
298
Patron Partners
Texas
USD 304 k +USD 267 k +828 Nuevas
Wexford Capital
299
Wexford Capital
Florida
USD 294 k -USD 64.6 k -200 -20%
KFG Wealth Management
300
KFG Wealth Management
Indiana
USD 292 k -USD 77.5 k -240 -23%
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