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IES Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
176
BlueSky Wealth Advisors
North Carolina
$437K
D.E. Shaw & Co
177
D.E. Shaw & Co
New York
$437K
LIP
178
Lighthouse Investment Partners
Florida
$437K +$379K +2,200 New
CW
179
CreativeOne Wealth
Kansas
$431K +$373K +2,166 New
MCM
180
MAI Capital Management
Ohio
$425K
Qube Research & Technologies (QRT)
181
Qube Research & Technologies (QRT)
United Kingdom
$420K -$764K -4,442 -68%
Osaic Holdings
182
Osaic Holdings
Arizona
$419K +$15.8K +92 +4%
OP
183
ORG Partners
Indiana
$414K +$113K +656 +46%
GSEP
184
Golden State Equity Partners
California
$408K
CA
185
Callahan Advisors
Texas
$398K
LW
186
Linscomb Wealth
Texas
$398K
HWAM
187
Hennion & Walsh Asset Management
New Jersey
$396K -$1.72K -10 -0.5%
FFA
188
Farther Finance Advisors
California
$394K +$152K +882 +80%
SFA
189
Souders Financial Advisors
Ohio
$386K -$58.2K -338 -15%
CBU
190
CIBC Bancorp USA
Illinois
$383K +$332K +1,928 New
CFG
191
Citizens Financial Group
Rhode Island
$381K +$329K +1,914 New
Public Employees Retirement Association of Colorado
192
Public Employees Retirement Association of Colorado
Colorado
$377K +$327K +1,898 New
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$355K -$35.4K -206 -10%
AI
194
Atria Investments
North Carolina
$353K -$32.7K -190 -10%
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$350K -$16.9K -98 -5%
JCP
196
JB Capital Partners
New York
$334K -$14.1M -82,008 -98%
CFP
197
Comprehensive Financial Planning
Pennsylvania
$330K +$286K +1,662 New
DJYG
198
David J. Yvars Group
Florida
$326K +$282K +1,640 New
Vanguard Personalized Indexing Management
199
Vanguard Personalized Indexing Management
California
$317K -$7.57K -44 -3%
Squarepoint
200
Squarepoint
New York
$312K +$270K +1,568 New