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IES Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
326
DiNuzzo Private Wealth
Pennsylvania
$2.33K
BIA
327
Bell Investment Advisors
California
$2.33K +$804 +4 +50%
RF
328
Rossby Financial
Florida
$2.33K +$2.41K +12 New
RWM
329
Rialto Wealth Management
New York
$1.95K
BFS
330
Bare Financial Services
Pennsylvania
$1.95K
WA
331
Westfuller Advisors
New York
$1.83K
BWL
332
Bogart Wealth LLC
Virginia
$1.56K
SWM
333
SHP Wealth Management
Massachusetts
$1.56K +$1.61K +8 New
WA
334
WPG Advisers
Maryland
$1.17K +$1.21K +6 New
AW
335
Avion Wealth
Texas
$1K
HFM
336
Harvest Fund Management
China
$1K
HIA
337
HFM Investment Advisors
New Jersey
$779
SIC
338
SJS Investment Consulting
Ohio
$779
SS
339
Sunbelt Securities
Texas
$778
TFM
340
TFC Financial Management
Massachusetts
$390
BHWM
341
Bay Harbor Wealth Management
Maryland
$389
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$389
APW
343
Atlantic Private Wealth
North Carolina
$389 +$402 +2 New
FIS
344
Fundsmith Investment Services
Mauritius
-$13.3M -66,800 Closed
Capital Fund Management (CFM)
345
Capital Fund Management (CFM)
France
-$5.04M -25,352 Closed
Balyasny Asset Management
346
Balyasny Asset Management
Illinois
-$4.56M -22,940 Closed
CCS
347
Concentric Capital Strategies
Connecticut
-$2.33M -11,732 Closed
AWA
348
Arete Wealth Advisors
Illinois
-$2.09M -10,508 Closed
HighTower Advisors
349
HighTower Advisors
Illinois
-$1.91M -9,586 Closed
Twin Tree Management
350
Twin Tree Management
Texas
-$1.63M -8,118 Closed