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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
DJYG
326
David J. Yvars Group
Florida
$647K
CCIA
327
Campbell & Co Investment Adviser
Maryland
$641K +$576K +1,987 New
FRA
328
Frank Rimerman Advisors
California
$628K +$564K +1,945 New
TPI
329
Trust Point Inc
Wisconsin
$615K -$22K -76 -4%
IFS
330
Ifrah Financial Services
Arkansas
$608K -$38.8K -134 -7%
N
331
Numerai
California
$607K +$545K +1,880 New
CL
332
Choreo LLC
Illinois
$597K -$24.3K -84 -4%
SAI
333
Savvy Advisors Inc
New York
$581K +$25.2K +87 +5%
CMF
334
Counterpoint Mutual Funds
California
$568K +$510K +1,760 New
AssetMark Inc
335
AssetMark Inc
California
$560K +$23.2K +80 +5%
PL
336
Perpetual Ltd
Australia
$559K +$502K +1,732 New
IB
337
Intrust Bank
Kansas
$547K +$491K +1,695 New
PWG
338
Portside Wealth Group
Utah
$543K +$72.5K +250 +17%
DC
339
Diametric Capital
Massachusetts
$541K +$486K +1,677 New
LWAM
340
Legacy Wealth Asset Management
Minnesota
$540K +$20K +69 +4%
SFI
341
Susquehanna Fundamental Investments
Pennsylvania
$532K
II
342
Inspire Investing
Idaho
$530K -$170K -587 -26%
PA
343
Profund Advisors
Maryland
$522K -$21.2K -73 -4%
BF
344
Brucke Financial
Indiana
$522K +$469K +1,617 New
OIA
345
OneDigital Investment Advisors
Kansas
$521K -$162K -558 -26%
PCM
346
Prelude Capital Management
New York
$517K +$465K +1,603 New
D.E. Shaw & Co
347
D.E. Shaw & Co
New York
$516K
Envestnet Portfolio Solutions
348
Envestnet Portfolio Solutions
Illinois
$510K -$2.03M -6,989 -82%
AAIS
349
ABN AMRO Investment Solutions
$510K +$458K +1,581 New
AF
350
Allworth Financial
California
$507K +$259K +895 +132%