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IES Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PWG
276
Portside Wealth Group
Utah
$389K +$11.6K +36 +4%
P
277
&Partners
Tennessee
$381K +$335K +1,036 New
DWG
278
Darden Wealth Group
Michigan
$378K -$64.6K -200 -16%
ASN
279
Advisory Services Network
Georgia
$376K +$119K +368 +56%
Los Angeles Capital Management
280
Los Angeles Capital Management
California
$375K +$91.1K +282 +38%
VT
281
Vise Technologies
New York
$369K +$324K +1,004 New
AUB
282
Atlantic Union Bankshares
Virginia
$367K
MSRPS
283
Maryland State Retirement & Pension System
Maryland
$351K +$309K +956 New
Mitsubishi UFJ Trust & Banking
284
Mitsubishi UFJ Trust & Banking
Japan
$351K +$309K +956 New
Capstone Investment Advisors
285
Capstone Investment Advisors
New York
$347K -$274K -848 -47%
DnB Asset Management
286
DnB Asset Management
Norway
$343K
URS
287
Utah Retirement Systems
Utah
$334K +$293K +908 New
Connor, Clark & Lunn Investment Management (CC&L)
288
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$333K -$3.23K -10 -1%
JTF
289
J. Team Financial
Texas
$329K
OPWM
290
Oakwell Private Wealth Management
Texas
$325K -$381K -1,180 -57%
HI
291
Harbour Investments
Wisconsin
$324K -$29.1K -90 -9%
SFA
292
Sequoia Financial Advisors
Ohio
$319K +$280K +868 New
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$319K -$70.4K -218 -20%
BMCM
294
Bryn Mawr Capital Management
Pennsylvania
$314K +$276K +856 New
Brown Advisory
295
Brown Advisory
Maryland
$309K
PP
296
Patron Partners
Texas
$304K +$267K +828 New
WC
297
Wexford Capital
Florida
$294K -$64.6K -200 -20%
KWM
298
KFG Wealth Management
Indiana
$292K -$77.5K -240 -23%
SAM
299
SEB Asset Management
$284K -$73.6K -228 -23%
FRM
300
Fox Run Management
Connecticut
$284K +$249K +772 New