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IES Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
301
J. Safra Asset Management
New York
$17.2K +$8.26K +36 +100%
PNC Financial Services Group
302
PNC Financial Services Group
Pennsylvania
$17.2K +$9.17K +40 +125%
SIC
303
Salem Investment Counselors
North Carolina
$16.7K +$16.1K +70 New
RIL
304
Rothschild Investment LLC
Illinois
$16.7K +$1.38K +6 +9%
QCG
305
Quadrant Capital Group
Ohio
$16.2K -$3.21K -14 -17%
SEP
306
Signature Equity Partners
Ohio
$15.7K -$5.96K -26 -28%
TWC
307
TD Waterhouse Canada
Ontario, Canada
$12.6K -$2.29K -10 -16%
TFA
308
Toth Financial Advisory
Virginia
$11K +$10.5K +46 New
FFO
309
Fortitude Family Office
Arizona
$10.5K +$6.88K +30 +214%
CFO
310
CVA Family Office
Colorado
$10.5K +$10.1K +44 New
EP
311
Essential Partners
California
$10K – – –
LI
312
LRI Investments
Florida
$9.05K -$459 -2 -5%
PTC
313
Private Trust Company
Ohio
$9.05K – – –
AF
314
Allworth Financial
California
$9.05K +$3.67K +16 +73%
BWA
315
Basecamp Wealth Advisors
Washington
$8.58K – – –
JWA
316
JFS Wealth Advisors
Pennsylvania
$8.1K +$459 +2 +6%
APW
317
Aventura Private Wealth
Florida
$7.15K +$6.88K +30 New
KFAS
318
Keating Financial Advisory Services
Kansas
$6.67K +$917 +4 +17%
BBHC
319
Brown Brothers Harriman & Co
New York
$6.19K – – –
AssetMark Inc
320
AssetMark Inc
California
$5.72K +$917 +4 +20%
AS
321
Altshuler Shaham
Israel
$4.76K – – –
PFBT
322
Parkside Financial Bank & Trust
Missouri
$4.76K – – –
Ohio Public Employees Retirement System (OPERS)
323
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.76K +$4.59K +20 New
MO
324
McMillan Office
Michigan
$3.81K +$3.67K +16 New
AAP
325
Arax Advisory Partners
Colorado
$3.54K -$4.13K -18 -56%