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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HR
251
Howe & Rusling
New York
$324K +$269K +2,442 New
Mackenzie Financial
252
Mackenzie Financial
Ontario, Canada
$314K
IFS
253
Ifrah Financial Services
Arkansas
$309K -$8.37K -76 -3%
I
254
InceptionR
California
$294K -$125K -1,139 -34%
EI
255
Ellevest Inc
New York
$294K -$32.6K -296 -12%
Baird Financial Group
256
Baird Financial Group
Wisconsin
$292K -$52.3K -475 -18%
CA
257
Clearstead Advisors
Ohio
$288K +$3.63K +33 +2%
CCM
258
Coldstream Capital Management
Washington
$288K +$40.8K +370 +21%
CWAG
259
Compton Wealth Advisory Group
Virginia
$270K +$225K +2,040 New
DJYG
260
David J. Yvars Group
Florida
$266K +$221K +2,005 New
JFG
261
Jefferies Financial Group
New York
$265K -$383K -3,479 -64%
GI
262
GAMMA Investing
California
$264K -$4.63K -42 -2%
OIA
263
OneDigital Investment Advisors
Kansas
$255K +$212K +1,923 New
William Blair & Company
264
William Blair & Company
Illinois
$253K +$210K +1,910 New
TI
265
Tidal Investments
Wisconsin
$247K +$206K +1,866 New
ECM
266
Evergreen Capital Management
Washington
$244K -$36.8K -334 -15%
PGFC
267
Peapack-Gladstone Financial Corp
New Jersey
$240K +$199K +1,811 New
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$239K +$80.2K +728 +68%
DADC
269
D.A. Davidson & Co
Montana
$238K +$198K +1,797 New
AssetMark Inc
270
AssetMark Inc
California
$230K +$151K +1,372 +377%
PA
271
Profund Advisors
Maryland
$230K +$191K +1,734 New
B
272
Bailard
California
$225K +$187K +1,700 New
SRL
273
Scientech Research LLC
New Jersey
$218K -$294K -2,668 -62%
QCG
274
Quadrant Capital Group
Ohio
$207K -$305K -2,769 -64%
HFO
275
Heritage Family Offices
Arizona
$207K