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IES Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
176
Walleye Capital
New York
$614K +$591K +2,576 New
AC
177
Allstate Corporation
Illinois
$595K +$572K +2,496 New
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$583K – – –
Vanguard Personalized Indexing Management
179
Vanguard Personalized Indexing Management
California
$555K +$122K +534 +30%
PCA
180
Pallas Capital Advisors
Massachusetts
$553K -$9.17K -40 -2%
FFA
181
Farther Finance Advisors
California
$553K +$22.5K +98 +4%
VI
182
Vestcor Inc
New Brunswick, Canada
$547K -$209K -910 -28%
BWA
183
BlueSky Wealth Advisors
North Carolina
$524K – – –
D.E. Shaw & Co
184
D.E. Shaw & Co
New York
$524K – – –
BIG
185
Brooklyn Investment Group
New York
$522K +$260K +1,136 +108%
CSB
186
City State Bank
Iowa
$513K -$5.96K -26 -1%
MCM
187
MAI Capital Management
Ohio
$511K +$459 +2 +0.1%
Citigroup
188
Citigroup
New York
$508K -$4.13K -18 -0.8%
Wealth Enhancement Advisory Services
189
Wealth Enhancement Advisory Services
Minnesota
$503K -$139K -608 -23%
OPWM
190
Oakwell Private Wealth Management
Texas
$492K +$202K +882 +74%
SFA
191
Souders Financial Advisors
Ohio
$479K +$10.1K +44 +2%
LW
192
Linscomb Wealth
Texas
$476K – – –
DC
193
Diametric Capital
Massachusetts
$473K +$159K +692 +53%
SLAM
194
Swiss Life Asset Management
$461K +$43.1K +188 +11%
Canada Life
195
Canada Life
Manitoba, Canada
$456K – – –
Aviva
196
Aviva
United Kingdom
$455K -$127K -556 -23%
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$452K – – –
CFG
198
Citizens Financial Group
Rhode Island
$450K +$4.59K +20 +1%
XF
199
XML Financial
Maryland
$444K +$36.7K +160 +9%
NS
200
NBC Securities
Alabama
$440K -$141K -616 -25%