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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
226
Laurie J. Hall Trustee
$12K
PFBT
227
Parkside Financial Bank & Trust
Missouri
$12K +$1.78K +23 +17%
CFGS
228
Concourse Financial Group Securities
Alabama
$11K +$2.4K +31 +26%
PFS
229
Prospera Financial Services
Texas
$10K -$27K -349 -71%
WOSD
230
WFA of San Diego
California
$10K +$10.8K +140 New
Barrow, Hanley, Mewhinney & Strauss
231
Barrow, Hanley, Mewhinney & Strauss
Texas
$10K +$11.1K +143 New
C
232
Covestor
United Kingdom
$9K -$464 -6 -5%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$7K -$11.5K -149 -62%
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$1.7K -22 -18%
AssetMark Inc
235
AssetMark Inc
California
$7K +$3.79K +49 +114%
STCOSD
236
Sageworth Trust Company of South Dakota
South Dakota
$6K -$7.81K -101 -56%
Bessemer Group
237
Bessemer Group
New Jersey
$5K
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$5K +$5.72K +74 New
LSA
239
Leonteq Securities AG
Switzerland
$4.6K
FPS
240
Fieldpoint Private Securities
Connecticut
$4K -$8.58K -111 -67%
PA
241
Parallel Advisors
California
$4K -$2.48K -32 -36%
ST
242
Sageworth Trust
Pennsylvania
$4K
GRP
243
Global Retirement Partners
California
$4K +$928 +12 +29%
CWC
244
Carolinas Wealth Consulting
North Carolina
$3K
BWA
245
BDO Wealth Advisors
Florida
$2K
CA
246
Centerpoint Advisors
Massachusetts
$2K
IA
247
IFP Advisors
Florida
$2K
VCM
248
Versant Capital Management
Arizona
$2K
AF
249
Allworth Financial
California
$2K +$232 +3 +13%
BIA
250
Bell Investment Advisors
California
$2K +$2.09K +27 New