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IES Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$77K +$46K +2,354 +241%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$61K +$34.7K +1,774 +235%
CHA
78
Carmichael Hill & Associates
Maryland
$60K +$11.7K +600 +30%
Canada Life
79
Canada Life
Manitoba, Canada
$48K
Legal & General Group
80
Legal & General Group
United Kingdom
$38K
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$32K
APA
82
American Portfolios Advisors
New York
$29.8K
AIP
83
Ameritas Investment Partners
Nebraska
$28K
Federated Hermes
84
Federated Hermes
Pennsylvania
$26K +$21.7K +1,108 New
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23K +$19.6K +1,000 New
IA
86
IFP Advisors
Florida
$20K +$16.8K +860 New
DWA
87
Dorsey Wright & Associates
California
$19K +$4.07K +208 +33%
PAM
88
Panagora Asset Management
Massachusetts
$10K +$8.76K +448 New
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$9K +$6.8K +348 +870%
PWPS
90
Pinnacle Wealth Planning Services
Ohio
$8K +$7K +358 New
Fidelity Investments
91
Fidelity Investments
Massachusetts
$5K
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$5K +$4.14K +212 New
EWM
93
Edge Wealth Management
New York
$3K -$1.17K -60 -30%
TAM
94
Timucuan Asset Management
Florida
-$1.31M -82,800 Closed
MSL
95
Mackay Shields LLC
New York
-$480K -30,200 Closed
EWA
96
Exencial Wealth Advisors
Oklahoma
-$413K -26,000 Closed
DWM
97
Dakota Wealth Management
Florida
-$386K -24,326 Closed
BPM
98
Bowling Portfolio Management
Ohio
-$297K -18,686 Closed
PCM
99
Prelude Capital Management
New York
-$11K -674 Closed
NNP
100
Nachman Norwood & Parrott
South Carolina
-$2K -118 Closed