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IES Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
FFO
326
Fortitude Family Office
Arizona
$2.72K +$804 +4 +40%
DPW
327
DiNuzzo Private Wealth
Pennsylvania
$2.33K – – –
BIA
328
Bell Investment Advisors
California
$2.33K +$804 +4 +50%
RF
329
Rossby Financial
Florida
$2.33K +$2.41K +12 New
RWM
330
Rialto Wealth Management
New York
$1.95K – – –
BFS
331
Bare Financial Services
Pennsylvania
$1.95K – – –
WA
332
Westfuller Advisors
New York
$1.83K – – –
BWL
333
Bogart Wealth LLC
Virginia
$1.56K – – –
SWM
334
SHP Wealth Management
Massachusetts
$1.56K +$1.61K +8 New
WA
335
WPG Advisers
Maryland
$1.17K +$1.21K +6 New
AW
336
Avion Wealth
Texas
$1K – – –
HFM
337
Harvest Fund Management
China
$1K – – –
HIA
338
HFM Investment Advisors
New Jersey
$779 – – –
SIC
339
SJS Investment Consulting
Ohio
$779 – – –
SS
340
Sunbelt Securities
Texas
$778 – – –
TFM
341
TFC Financial Management
Massachusetts
$390 – – –
BHWM
342
Bay Harbor Wealth Management
Maryland
$389 – – –
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$389 – – –
APW
344
Atlantic Private Wealth
North Carolina
$389 +$402 +2 New
FIS
345
Fundsmith Investment Services
Mauritius
– -$13.3M -66,800 Closed
Capital Fund Management (CFM)
346
Capital Fund Management (CFM)
France
– -$5.04M -25,352 Closed
Balyasny Asset Management
347
Balyasny Asset Management
Illinois
– -$4.56M -22,940 Closed
CCS
348
Concentric Capital Strategies
Connecticut
– -$2.33M -11,732 Closed
AWA
349
Arete Wealth Advisors
Illinois
– -$2.09M -10,508 Closed
HighTower Advisors
350
HighTower Advisors
Illinois
– -$1.91M -9,586 Closed