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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
301
Bell Investment Advisors
California
$1.33K
GWM
302
Geneos Wealth Management
Colorado
$1.12K +$1.12K +11 New
SIC
303
SJS Investment Consulting
Ohio
$1.02K
MA
304
Montag & Associates
Georgia
$989 +$1.02K +10 New
AWM
305
Avior Wealth Management
Nebraska
$815 +$816 +8 New
DPW
306
DiNuzzo Private Wealth
Pennsylvania
$510
RIL
307
Rothschild Investment LLC
Illinois
$510 +$510 +5 New
AWM
308
Abound Wealth Management
Tennessee
$408 +$408 +4 New
TWP
309
TFO Wealth Partners
Ohio
$102 -$408 -4 -80%
VNIM
310
Vaughan Nelson Investment Management
Texas
-$46M -422,253 Closed
Los Angeles Capital Management
311
Los Angeles Capital Management
California
-$1.34M -12,265 Closed
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
-$671K -6,160 Closed
NRD
313
Nebula Research & Development
New York
-$551K -5,060 Closed
DTL
314
Dynamic Technology Lab
Singapore
-$272K -2,501 Closed
Allspring Global Investments
315
Allspring Global Investments
North Carolina
-$265K -2,429 Closed
PSC
316
Portman Square Capital
United Kingdom
-$244K -2,394 Closed
Simplex Trading
317
Simplex Trading
Illinois
-$233K -2,282 Closed
VF
318
Vest Financial
Virginia
-$236K -2,164 Closed
ACM
319
Aquatic Capital Management
Illinois
-$218K -2,000 Closed
FIM
320
Freedom Investment Management
Connecticut
-$216K -1,981 Closed
Baird Financial Group
321
Baird Financial Group
Wisconsin
-$209K -1,919 Closed
DADC
322
D.A. Davidson & Co
Montana
-$202K -1,852 Closed
Group One Trading
323
Group One Trading
Illinois
-$120K -1,106 Closed
C
324
Covestor
United Kingdom
-$39.1K -383 -99%
Credit Agricole
325
Credit Agricole
France
-$21.8K -200 Closed