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IES Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
376
Private Trust Company
Ohio
$13.2K -$646 -2 -5%
BWA
377
Basecamp Wealth Advisors
Washington
$13.2K – – –
JWA
378
JFS Wealth Advisors
Pennsylvania
$12.5K – – –
GKIM
379
GW&K Investment Management
Massachusetts
$12K +$10.3K +32 New
AssetMark Inc
380
AssetMark Inc
California
$10.3K +$1.29K +4 +17%
C
381
Covestor
United Kingdom
$10K -$16.8K -52 -67%
Bessemer Group
382
Bessemer Group
New Jersey
$10K +$5.17K +16 +160%
BBHC
383
Brown Brothers Harriman & Co
New York
$9.55K – – –
PFBT
384
Parkside Financial Bank & Trust
Missouri
$7.34K – – –
APFP
385
Action Point Financial Planning
Michigan
$6.61K +$5.81K +18 New
APW
386
Aventura Private Wealth
Florida
$5.88K -$4.52K -14 -47%
MO
387
McMillan Office
Michigan
$5.88K – – –
RF
388
Rossby Financial
Florida
$5.14K – – –
RWM
389
Rialto Wealth Management
New York
$5.14K +$1.29K +4 +40%
BIA
390
Bell Investment Advisors
California
$4.41K – – –
DPW
391
DiNuzzo Private Wealth
Pennsylvania
$4.41K – – –
BFS
392
Bare Financial Services
Pennsylvania
$3.67K – – –
BWL
393
Bogart Wealth LLC
Virginia
$3.67K +$646 +2 +25%
WA
394
WPG Advisers
Maryland
$3.67K +$1.29K +4 +67%
SWM
395
SHP Wealth Management
Massachusetts
$2.94K – – –
HFS
396
Hughes Financial Services
Virginia
$2.94K +$1.94K +6 +300%
CCMI
397
Creative Capital Management Investments
California
$2.94K +$2.58K +8 New
PWA
398
Physician Wealth Advisors
Utah
$2.94K +$2.58K +8 New
WA
399
Westfuller Advisors
New York
$2.53K – – –
SIC
400
SJS Investment Consulting
Ohio
$2.2K – – –