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IES Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
CG
176
Cynosure Group
Utah
$271K -$181K -1,508 -36%
IWS
177
Insight Wealth Strategies
California
$269K
STA
178
Summit Trail Advisors
New York
$250K +$7.69K +64 +3%
Pictet Asset Management
179
Pictet Asset Management
Switzerland
$247K -$64.9K -540 -18%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$246K
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$244K +$292K +2,430 New
BEI
182
Benjamin Edwards Inc
Missouri
$237K +$284K +2,362 New
SFA
183
Souders Financial Advisors
Ohio
$231K -$13.9K -116 -5%
Cambridge Investment Research Advisors
184
Cambridge Investment Research Advisors
Iowa
$225K +$269K +2,240 New
BWA
185
BlueSky Wealth Advisors
North Carolina
$221K
MCM
186
MAI Capital Management
Ohio
$215K +$257K +2,140 New
HCMT
187
Highland Capital Management (Tennessee)
Tennessee
$212K +$254K +2,110 New
AAS
188
Avantax Advisory Services
Texas
$208K -$16.3K -136 -6%
IC
189
IEQ Capital
California
$207K +$248K +2,064 New
ACM
190
Andina Capital Management
Utah
$204K -$356K -2,960 -59%
CA
191
Callahan Advisors
Texas
$201K +$240K +2,000 New
GF
192
Gabelli Funds
New York
$201K +$240K +2,000 New
LW
193
Linscomb Wealth
Texas
$201K +$240K +2,000 New
Walleye Capital
194
Walleye Capital
New York
$189K +$226K +1,884 New
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$180K +$51.9K +432 +32%
AIP
196
Ameritas Investment Partners
Nebraska
$173K +$12.7K +106 +7%
C
197
Covestor
United Kingdom
$168K -$73.6K -612 -27%
New York State Teachers Retirement System (NYSTRS)
198
New York State Teachers Retirement System (NYSTRS)
New York
$144K
AIM
199
Ausbil Investment Management
Australia
$130K -$313K -2,604 -69%
EWA
200
EverSource Wealth Advisors
Alabama
$111K +$23.8K +198 +22%