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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
301
Parisi Gray Wealth Management
New Jersey
$3K -$1.8K -26 -33%
ASN
302
Advisory Services Network
Georgia
$3K -$622 -9 -17%
LFA
303
Legacy Financial Advisors
Kentucky
$3K
SPIA
304
Steward Partners Investment Advisory
New York
$3K
PFBT
305
Parkside Financial Bank & Trust
Missouri
$3K +$1.45K +21 +91%
TL
306
TrueWealth LLC
Georgia
$2K -$4.42K -64 -66%
PA
307
Parallel Advisors
California
$2K +$553 +8 +29%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$1.73K +$1.87K +27 New
PHK
309
Point72 Hong Kong
Hong Kong
$1K -$12K -173 -90%
TCA
310
Tortoise Capital Advisors
Kansas
$1K
WWMSC
311
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$553 +8 New
AF
312
Allworth Financial
California
$1K +$1.38K +20 New
Lazard Asset Management
313
Lazard Asset Management
New York
-$10.7M -157,870 Closed
QAM
314
Quentec Asset Management
New York
-$3.79M -56,206 Closed
SGAM
315
Smith Group Asset Management
Texas
-$3.67M -54,374 Closed
TCM
316
Timpani Capital Management
Wisconsin
-$2.17M -32,231 Closed
CAM
317
Covenant Asset Management
New Jersey
-$1.37M -20,365 Closed
LCM
318
Landscape Capital Management
New Jersey
-$1.02M -15,089 Closed
GIPM
319
G2 Investment Partners Management
New York
-$833K -12,346 Closed
SBIA
320
Sheaff Brock Investment Advisors
Indiana
-$774K -11,465 Closed
ZIM
321
Zacks Investment Management
Illinois
-$758K -11,236 Closed
NAM
322
NorthCoast Asset Management
Connecticut
-$531K -7,869 Closed
QC
323
Quadrature Capital
United Kingdom
-$492K -7,291 Closed
KBC Group
324
KBC Group
Belgium
-$441K -6,529 Closed
BRWA
325
B. Riley Wealth Advisors
Florida
-$429K -6,337 Closed