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IES Holdings
IESC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
FC
176
FORA Capital
Florida
USD 1.3 M +USD 1.15 M +3,550 Nuevas
PFA
177
Petra Financial Advisors
Colorado
USD 1.3 M -USD 47.8 k -148 -4%
Stifel Financial
178
Stifel Financial
Missouri
USD 1.29 M -USD 589 k -1,824 -34%
Highland Capital Management (Tennessee)
179
Highland Capital Management (Tennessee)
Tennessee
USD 1.26 M -USD 114 k -354 -9%
MWA
180
Marathon Wealth Advisors
Massachusetts
USD 1.25 M -USD 12.9 k -40 -1%
MetLife Investment Management
181
MetLife Investment Management
New Jersey
USD 1.23 M -USD 2.11 M -6,524 -66%
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
USD 1.22 M +USD 588 k +1,822 +87%
Ritholtz Wealth Management
183
Ritholtz Wealth Management
New York
USD 1.21 M -USD 77.5 k -240 -7%
Federation des caisses Desjardins du Quebec
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 1.2 M +USD 132 k +408 +14%
NewEdge Advisors
185
NewEdge Advisors
Louisiana
USD 1.19 M +USD 1.05 M +3,242 Nuevas
Ameritas Investment Partners
186
Ameritas Investment Partners
Nebraska
USD 1.19 M +USD 555 k +1,720 +114%
Quantbot Technologies
187
Quantbot Technologies
New York
USD 1.16 M +USD 1.02 M +3,146 Nuevas
Two Sigma Securities
188
Two Sigma Securities
New York
USD 1.15 M +USD 1.01 M +3,140 Nuevas
Bourgeon Capital Management
189
Bourgeon Capital Management
Connecticut
USD 1.15 M – – –
Savant Capital
190
Savant Capital
Illinois
USD 1.11 M +USD 492 k +1,524 +106%
Empowered Funds
191
Empowered Funds
Pennsylvania
USD 1.09 M -USD 19.4 k -60 -2%
Corient Private Wealth
192
Corient Private Wealth
Florida
USD 1.07 M -USD 209 k -646 -18%
Pictet Asset Management
193
Pictet Asset Management
Switzerland
USD 1.05 M +USD 15.5 k +48 +2%
Jefferies Financial Group
194
Jefferies Financial Group
New York
USD 1.02 M +USD 599 k +1,856 +200%
MIM
195
Montgomery Investment Management
Maryland
USD 1.01 M – – –
Bridgewater Advisors
196
Bridgewater Advisors
New York
USD 996 k -USD 1.27 M -3,938 -59%
Teacher Retirement System of Texas
197
Teacher Retirement System of Texas
Texas
USD 970 k +USD 305 k +944 +56%
HighTower Advisors
198
HighTower Advisors
Illinois
USD 956 k +USD 486 k +1,506 +137%
Cerity Partners
199
Cerity Partners
New York
USD 943 k -USD 36.2 k -112 -4%
Sanctuary Advisors
200
Sanctuary Advisors
Indiana
USD 942 k -USD 40 k -124 -5%
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