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IES Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
STA
176
Summit Trail Advisors
New York
$242K +$196K +2,422 New
SFA
177
Souders Financial Advisors
Ohio
$241K +$196K +2,418 New
C
178
Covestor
United Kingdom
$228K +$184K +2,264 +10,291%
EWA
179
Exencial Wealth Advisors
Oklahoma
$221K -$105K -1,300 -37%
AAS
180
Avantax Advisory Services
Texas
$220K +$179K +2,204 New
BWA
181
BlueSky Wealth Advisors
North Carolina
$220K +$178K +2,200 New
CHA
182
Carmichael Hill & Associates
Maryland
$200K
AIP
183
Ameritas Investment Partners
Nebraska
$161K
A
184
AlphaQuest
New York
$153K +$76.5K +944 +159%
Canada Life
185
Canada Life
Manitoba, Canada
$151K
Walleye Trading
186
Walleye Trading
New York
$143K +$116K +1,434 New
New York State Teachers Retirement System (NYSTRS)
187
New York State Teachers Retirement System (NYSTRS)
New York
$143K
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$136K +$16.2K +200 +17%
SPIA
189
Steward Partners Investment Advisory
New York
$99.8K -$6.97K -86 -8%
ACM
190
Aster Capital Management
United Arab Emirates
$93.8K +$76.2K +940 New
EWA
191
EverSource Wealth Advisors
Alabama
$90.2K +$57.2K +706 +357%
SS
192
Sunbelt Securities
Texas
$78.8K
Comerica Bank
193
Comerica Bank
Texas
$69.9K +$36.5K +450 +180%
CIM
194
Contravisory Investment Management
Massachusetts
$68.1K
Federated Hermes
195
Federated Hermes
Pennsylvania
$62.7K +$7.3K +90 +17%
AB
196
Amalgamated Bank
New York
$57K
KBC Group
197
KBC Group
Belgium
$53K
GI
198
GAMMA Investing
California
$44.5K +$5.67K +70 +19%
GCM
199
Gladius Capital Management
Illinois
$43.9K +$35.7K +440 New
Allspring Global Investments
200
Allspring Global Investments
North Carolina
$41.5K -$13.5K -166 -29%