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Advanced Energy
AEIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
301
EverSource Wealth Advisors
Alabama
$41.3K +$13.9K +126 +68%
AAP
302
Arax Advisory Partners
Colorado
$36K +$17.2K +156 +134%
WT
303
Whittier Trust
California
$34.7K – – –
Bessemer Group
304
Bessemer Group
New Jersey
$31K +$12.8K +116 +98%
DB
305
Danske Bank
Denmark
$26.5K +$22K +200 New
BIG
306
Brooklyn Investment Group
New York
$25K +$4.74K +43 +29%
TPWA
307
Twin Peaks Wealth Advisors
California
$21.8K +$15.1K +137 New
QL
308
Quarry LP
New York
$21.2K -$43.1K -391 -71%
PFBT
309
Parkside Financial Bank & Trust
Missouri
$20.7K -$1.98K -18 -10%
AIC
310
Archer Investment Corporation
Indiana
$19.9K – – –
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$19.1K -$551 -5 -3%
WOSD
312
WFA of San Diego
California
$18.6K +$15.4K +140 New
PWM
313
Proathlete Wealth Management
Florida
$18.2K – – –
CTC
314
Central Trust Company
Missouri
$15.6K – – –
IA
315
IFP Advisors
Florida
$15.1K -$3.08K -28 Closed
WSFS
316
Wilmington Savings Fund Society
Delaware
$14.2K -$110 -1 -0.9%
RA
317
Rise Advisors
New York
$12.9K +$441 +4 +4%
SCM
318
Sterling Capital Management
North Carolina
$12.1K +$5.73K +52 +133%
MEG
319
Millstone Evans Group
Colorado
$11.3K -$9.36K -85 -50%
PTC
320
Private Trust Company
Ohio
$10.5K – – –
HWM
321
Hemington Wealth Management
Virginia
$10K – – –
BFS
322
Bare Financial Services
Pennsylvania
$9.81K +$5.62K +51 +222%
Mitsubishi UFJ Asset Management
323
Mitsubishi UFJ Asset Management
Japan
$9.54K – – –
TWD
324
True Wealth Design
Ohio
$9.54K +$3.96K +36 +100%
GRP
325
Global Retirement Partners
California
$9.15K +$7.6K +69 New
11 12
13
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