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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
326
Focus Partners Wealth
Massachusetts
$247K -$3.37M -16,559 -93%
HIC
327
Hartline Investment Corp
Illinois
$246K -$814 -4 -0.3%
JSW
328
Journey Strategic Wealth
New Jersey
$244K +$237K +1,166 New
RCAG
329
Rehmann Capital Advisory Group
Michigan
$243K +$236K +1,160 New
PS
330
Principal Securities
Iowa
$241K +$18.3K +90 +8%
KBC Group
331
KBC Group
Belgium
$240K
FTWA
332
Fifth Third Wealth Advisors
Ohio
$239K +$232K +1,140 New
RWM
333
Ritholtz Wealth Management
New York
$234K +$227K +1,117 New
SPIA
334
Steward Partners Investment Advisory
New York
$233K -$8.14K -40 -3%
GC
335
Globeflex Capital
California
$231K
TSWM
336
Triangle Securities Wealth Management
North Carolina
$228K +$222K +1,090 New
TPWM
337
Twelve Points Wealth Management
Massachusetts
$227K +$210K +1,034 New
GT
338
Greenleaf Trust
Michigan
$221K +$215K +1,055 New
AAM
339
Advisors Asset Management
Colorado
$221K +$45.4K +223 +27%
SFS
340
Symphony Financial Services
Ohio
$220K +$214K +1,050 New
KF
341
Krilogy Financial
Missouri
$218K +$169K +829 New
HNB
342
Hilltop National Bank
Wyoming
$214K -$34.6K -170 -14%
NL
343
Navalign LLC
California
$214K +$208K +1,020 New
M1FG
344
Mach-1 Financial Group
Arkansas
$211K +$206K +1,010 New
CFG
345
Cooper Financial Group
California
$209K +$204K +1,000 New
VCM
346
Versant Capital Management
Arizona
$200K
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$190K +$11.8K +58 +7%
ETC
348
Exchange Traded Concepts
Oklahoma
$173K +$168K +824 New
HI
349
Horizon Investments
North Carolina
$173K +$168K +824 New
PWPS
350
Pinnacle Wealth Planning Services
Ohio
$168K +$163K +801 New