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IES Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
376
Basecamp Wealth Advisors
Washington
$13.2K
JWA
377
JFS Wealth Advisors
Pennsylvania
$12.5K
GKIM
378
GW&K Investment Management
Massachusetts
$12K +$10.3K +32 New
AssetMark Inc
379
AssetMark Inc
California
$10.3K +$1.29K +4 +17%
C
380
Covestor
United Kingdom
$10K -$16.8K -52 -67%
Bessemer Group
381
Bessemer Group
New Jersey
$10K +$5.17K +16 +160%
BBHC
382
Brown Brothers Harriman & Co
New York
$9.55K
APFP
383
Action Point Financial Planning
Michigan
$6.61K +$5.81K +18 New
APW
384
Aventura Private Wealth
Florida
$5.88K -$4.52K -14 -47%
MO
385
McMillan Office
Michigan
$5.88K
RF
386
Rossby Financial
Florida
$5.14K
RWM
387
Rialto Wealth Management
New York
$5.14K +$1.29K +4 +40%
BIA
388
Bell Investment Advisors
California
$4.41K
DPW
389
DiNuzzo Private Wealth
Pennsylvania
$4.41K
BFS
390
Bare Financial Services
Pennsylvania
$3.67K
BWL
391
Bogart Wealth LLC
Virginia
$3.67K +$646 +2 +25%
WA
392
WPG Advisers
Maryland
$3.67K +$1.29K +4 +67%
SWM
393
SHP Wealth Management
Massachusetts
$2.94K
HFS
394
Hughes Financial Services
Virginia
$2.94K +$1.94K +6 +300%
CCMI
395
Creative Capital Management Investments
California
$2.94K +$2.58K +8 New
PWA
396
Physician Wealth Advisors
Utah
$2.94K +$2.58K +8 New
WA
397
Westfuller Advisors
New York
$2.53K
SIC
398
SJS Investment Consulting
Ohio
$2.2K
HIA
399
HFM Investment Advisors
New Jersey
$2.2K +$646 +2 +50%
AW
400
Avion Wealth
Texas
$2K +$646 +2 +33%