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IES Holdings

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