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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
301
Arax Advisory Partners
Colorado
$1.58K -$210 -2 -12%
FFA
302
Farther Finance Advisors
California
$1.58K +$210 +2 +15%
MA
303
Montag & Associates
Georgia
$1.25K +$210 +2 +20%
SIC
304
SJS Investment Consulting
Ohio
$842 -$105 -1 -11%
DPW
305
DiNuzzo Private Wealth
Pennsylvania
$632
LIS
306
Legacy Investment Solutions
Idaho
$565 +$525 +5 New
LWMI
307
Legacy Wealth Management (Idaho)
Idaho
$565 +$525 +5 New
Allspring Global Investments
308
Allspring Global Investments
North Carolina
$526
AWM
309
Abound Wealth Management
Tennessee
$421
MFG
310
Mendota Financial Group
Wisconsin
$421 +$420 +4 New
CA
311
Claris Advisors
Missouri
$210 +$210 +2 New
TFM
312
TFC Financial Management
Massachusetts
$106
LFG
313
Larson Financial Group
Missouri
$105
ClearBridge Investments
314
ClearBridge Investments
New York
-$10.5M -96,918 Closed
GLA
315
Great Lakes Advisors
Illinois
-$6.87M -63,191 Closed
RC
316
Roubaix Capital
Colorado
-$2.81M -25,824 Closed
TAM
317
Telemark Asset Management
Massachusetts
-$2.18M -20,000 Closed
Point72 Asset Management
318
Point72 Asset Management
Connecticut
-$1.32M -12,100 Closed
PI
319
PEAK6 Investments
Illinois
-$1M -9,235 Closed
PP
320
PDT Partners
New York
-$919K -8,454 Closed
UM
321
UniSuper Management
Australia
-$871K -8,008 Closed
BBVA
322
Banco Bilbao Vizcaya Argentaria
Spain
-$841K -7,729 Closed
KeyBank National Association
323
KeyBank National Association
Ohio
-$596K -5,479 Closed
American Century Companies
324
American Century Companies
Missouri
-$511K -4,697 Closed
AG
325
Algert Global
California
-$409K -3,761 Closed