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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
351
Financial Network Wealth Advisors
Utah
$1.32K – – –
JWA
352
JFS Wealth Advisors
Pennsylvania
$1.19K -$1.32K -12 -57%
FFO
353
Fortitude Family Office
Arizona
$1.19K +$991 +9 New
GWM
354
Geneos Wealth Management
Colorado
$1.19K +$991 +9 New
PWMG
355
Private Wealth Management Group
New Jersey
$928 -$4.63K -42 -86%
PWA
356
Physician Wealth Advisors
Utah
$795 -$220 -2 -25%
DPW
357
DiNuzzo Private Wealth
Pennsylvania
$795 – – –
CFO
358
CVA Family Office
Colorado
$795 +$661 +6 New
GC
359
Garde Capital
Washington
$663 – – –
CPG
360
Cornerstone Planning Group
New Jersey
$419 – – –
EP
361
Essential Partners
California
$398 +$330 +3 New
SIC
362
SJS Investment Consulting
Ohio
$265 -$551 -5 -71%
AWM
363
Abound Wealth Management
Tennessee
$265 – – –
PWAM
364
Private Wealth Asset Management
Iowa
$265 – – –
BHWM
365
Bay Harbor Wealth Management
Maryland
$265 +$110 +1 +100%
HIA
366
HFM Investment Advisors
New Jersey
$265 +$110 +1 +100%
LFG
367
Larson Financial Group
Missouri
$133 – – –
PWM
368
Parkworth Wealth Management
California
$133 – – –
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
$133 +$110 +1 New
TIM
370
Tortoise Investment Management
New York
$133 +$110 +1 New
MIM
371
MetLife Investment Management
New Jersey
– -$14.2M -148,479 Closed
TC
372
TwinBeech Capital
New York
– -$6.54M -68,587 Closed
Select Equity Group
373
Select Equity Group
New York
– -$3.42M -35,917 Closed
CF
374
Corebridge Financial
Texas
– -$1.86M -19,552 Closed
Holocene Advisors
375
Holocene Advisors
New York
– -$1.43M -14,990 Closed