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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
276
Carroll Financial Associates
North Carolina
$8K
PFBT
277
Parkside Financial Bank & Trust
Missouri
$8K
HI
278
Harbour Investments
Wisconsin
$7K +$6.72K +62 New
AssetMark Inc
279
AssetMark Inc
California
$5K -$108 -1 -2%
TFO
280
Tarbox Family Office
California
$5K
VCM
281
Versant Capital Management
Arizona
$4K
TF
282
TimeScale Financial
Massachusetts
$4K +$4.12K +38 New
ADIM
283
Alpha DNA Investment Management
Maryland
$3K -$753K -6,945 -100%
HR
284
Howe & Rusling
New York
$3K -$867 -8 -20%
CWC
285
Carolinas Wealth Consulting
North Carolina
$3K -$108 -1 -4%
BWA
286
BDO Wealth Advisors
Florida
$3K
PA
287
Parallel Advisors
California
$3K
SL
288
Savior LLC
Massachusetts
$3K
SWM
289
Spire Wealth Management
Virginia
$3K +$3.04K +28 New
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$2K -$2.6K -24 -51%
AF
291
Allworth Financial
California
$2K
BWL
292
Bogart Wealth LLC
Virginia
$2K
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$2K
GFPC
294
Global Financial Private Client
Florida
$1.63K +$1.52K +14 New
NFG
295
Next Financial Group
Texas
$1K +$759 +7 New
SIS
296
Sound Income Strategies
Florida
$328
FA
297
Friess Associates
Delaware
-$20.7M -212,979 Closed
CCP
298
Clough Capital Partners
Massachusetts
-$14.9M -153,800 Closed
LCG
299
Lisanti Capital Growth
New York
-$7.16M -73,790 Closed
CI
300
Cambiar Investors
Colorado
-$2.56M -26,454 Closed