We are live on ! Find out more
IESC icon

IES Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
IA
351
IFP Advisors
Florida
$43.3K -$151K -468 -80%
TWD
352
True Wealth Design
Ohio
$43.3K -$1.29K -4 -3%
SCM
353
Sterling Capital Management
North Carolina
$42.6K -$646 -2 -2%
Macquarie Group
354
Macquarie Group
Australia
$41.9K +$36.8K +114 New
SWM
355
Spire Wealth Management
Virginia
$41.1K -$646 -2 -2%
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$39.7K +$9.04K +28 +35%
FMTCOCP
357
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$37K – – –
HCA
358
Harbor Capital Advisors
Illinois
$32K -$1.29K -4 -4%
TFA
359
Toth Financial Advisory
Virginia
$29.4K +$11K +34 +74%
SIC
360
Salem Investment Counselors
North Carolina
$25.7K – – –
FHC
361
First Horizon Corporation
Tennessee
$25.7K -$14.2K -44 -39%
AF
362
Allworth Financial
California
$25K +$9.69K +30 +79%
JSAM
363
J. Safra Asset Management
New York
$25K -$1.29K -4 -6%
WTC
364
WhitTier Trust Company
Nevada
$23.2K -$5.81K -18 -19%
EWA
365
EverSource Wealth Advisors
Alabama
$22.8K -$30.4K -94 -60%
SGFG
366
Silver Grove Financial Group
New York
$22.8K +$20K +62 New
RIL
367
Rothschild Investment LLC
Illinois
$22K -$3.23K -10 -14%
CIM
368
Contravisory Investment Management
Massachusetts
$19.1K +$16.8K +52 New
CFO
369
CVA Family Office
Colorado
$16.9K +$646 +2 +5%
FFO
370
Fortitude Family Office
Arizona
$16.9K +$646 +2 +5%
SEP
371
Signature Equity Partners
Ohio
$16.2K -$7.1K -22 -33%
EP
372
Essential Partners
California
$16.2K +$646 +2 +5%
TWC
373
TD Waterhouse Canada
Ontario, Canada
$16.1K -$1.94K -6 -12%
LI
374
LRI Investments
Florida
$14K – – –
KFAS
375
Keating Financial Advisory Services
Kansas
$14K +$3.23K +10 +36%