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IES Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
1SB
151
1ST Source Bank
Indiana
$953K – – –
Russell Investments Group
152
Russell Investments Group
United Kingdom
$925K -$97.7K -426 -10%
P8IP
153
Pier 88 Investment Partners
California
$905K -$91.7K -400 -10%
HCMT
154
Highland Capital Management (Tennessee)
Tennessee
$900K +$316K +1,376 +57%
PFA
155
Petra Financial Advisors
Colorado
$878K +$18.8K +82 +2%
Corient Private Wealth
156
Corient Private Wealth
Florida
$851K -$4.13K -18 -0.5%
RWM
157
Ritholtz Wealth Management
New York
$843K +$39K +170 +5%
MWA
158
Marathon Wealth Advisors
Massachusetts
$818K -$9.17K -40 -1%
VOYA Investment Management
159
VOYA Investment Management
Georgia
$747K -$28.4K -124 -4%
BCM
160
Bourgeon Capital Management
Connecticut
$745K -$248K -1,080 -26%
Universal-Beteiligungs- und Servicegesellschaft
161
Universal-Beteiligungs- und Servicegesellschaft
Germany
$737K -$3.95M -17,220 -85%
EF
162
Empowered Funds
Pennsylvania
$722K +$51.8K +226 +8%
Osaic Holdings
163
Osaic Holdings
Arizona
$706K +$111K +486 +20%
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$681K -$197K -860 -23%
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$671K -$6.42K -28 -1%
CIM
166
Cambria Investment Management
California
$668K -$21.1K -92 -3%
STA
167
Summit Trail Advisors
New York
$659K +$917 +4 +0.1%
SG Americas Securities
168
SG Americas Securities
New York
$654K -$4.55M -19,826 -88%
MIM
169
Montgomery Investment Management
Maryland
$653K +$628K +2,740 New
CCP
170
Clifford Capital Partners
Utah
$651K +$92.6K +404 +17%
I
171
InceptionR
California
$643K +$369K +1,610 +148%
SA
172
Sanctuary Advisors
Indiana
$641K +$202K +880 +49%
Cerity Partners
173
Cerity Partners
New York
$638K +$24.3K +106 +4%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$631K +$5.96K +26 +1%
ProShare Advisors
175
ProShare Advisors
Maryland
$625K -$156K -682 -21%