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IES Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
201
Vanguard Personalized Indexing Management
California
$927K +$62.6K +194 +8%
AC
202
AXQ Capital
New Jersey
$912K +$802K +2,484 New
AU
203
Algebris (UK)
United Kingdom
$907K +$451K +1,396 +129%
LP
204
LMR Partners
United Kingdom
$892K +$784K +2,428 New
WCA
205
Waratah Capital Advisors
Ontario, Canada
$865K +$760K +2,354 New
CAU
206
Caxton Associates (UK)
$862K +$758K +2,348 New
PCA
207
Pallas Capital Advisors
Massachusetts
$854K +$1.94K +6 +0.3%
Hudson Bay Capital Management
208
Hudson Bay Capital Management
Connecticut
$823K +$723K +2,240 New
STA
209
Summit Trail Advisors
New York
$817K -$176K -544 -20%
BWA
210
BlueSky Wealth Advisors
North Carolina
$808K
MCM
211
MAI Capital Management
Ohio
$792K +$3.88K +12 +0.6%
CSB
212
City State Bank
Iowa
$777K -$12.9K -40 -2%
UCFA
213
United Capital Financial Advisors
Texas
$767K +$81.4K +252 +14%
FFA
214
Farther Finance Advisors
California
$760K -$69.1K -214 -9%
SPIA
215
Steward Partners Investment Advisory
New York
$757K +$570K +1,766 +601%
LW
216
Linscomb Wealth
Texas
$735K
FFA
217
Florida Financial Advisors
Florida
$734K -$2.29M -7,098 -78%
XF
218
XML Financial
Maryland
$721K +$32.3K +100 +5%
OIS
219
Okabena Investment Services
Minnesota
$716K +$629K +1,948 New
KWM
220
Keebeck Wealth Management
Illinois
$713K +$107K +330 +20%
SLAM
221
Swiss Life Asset Management
$702K -$8.39K -26 -1%
CFG
222
Citizens Financial Group
Rhode Island
$699K +$3.88K +12 +0.6%
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$697K
Canada Life
224
Canada Life
Manitoba, Canada
$696K
II
225
Inspire Investing
Idaho
$691K +$607K +1,880 New