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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
351
Hemington Wealth Management
Virginia
$14K +$452 +3 +4%
RFP
352
Root Financial Partners
California
$13.4K +$11.9K +79 New
GRP
353
Global Retirement Partners
California
$12.9K +$1.05K +7 +10%
TWD
354
True Wealth Design
Ohio
$12.3K
Mitsubishi UFJ Asset Management
355
Mitsubishi UFJ Asset Management
Japan
$12.3K
HIM
356
Hillsdale Investment Management
Ontario, Canada
$10.2K
WANY
357
Wealthspire Advisors (New York)
New York
$9.36K +$8.28K +55 New
W
358
WealthCollab
Washington
$8.85K
Optiver Holding
359
Optiver Holding
Netherlands
$8.17K +$7.23K +48 New
SS
360
SBI Securities
Japan
$7.15K -$2.86K -19 -31%
MAFA
361
MJT & Associates Financial Advisory
Minnesota
$6.81K
HNW
362
High Note Wealth
Minnesota
$6.29K -$452 -3 -8%
RIL
363
Rothschild Investment LLC
Illinois
$5.96K -$1.51K -10 -22%
MG
364
Mather Group
Illinois
$5.96K +$5.27K +35 New
CA
365
Clearstead Advisors
Ohio
$5.62K -$322K -2,141 -98%
IP
366
Isthmus Partners
Wisconsin
$5.11K +$66.7K +443 +1%
RWS
367
Retirement Wealth Solutions
Wisconsin
$5.11K +$4.52K +30 New
IA
368
IFP Advisors
Florida
$5.1K +$4.52K +30 New
TC
369
Truvestments Capital
Florida
$4.76K
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$4.08K -$301 -2 -8%
AEPWM
371
Atlantic Edge Private Wealth Management
Florida
$3.91K
AGWCA
372
Annis Gardner Whiting Capital Advisors
Florida
$3.57K
CT
373
Clearstead Trust
Maine
$3.4K
MA
374
Montag & Associates
Georgia
$3.38K +$1.05K +7 +54%
BIA
375
Bell Investment Advisors
California
$3.23K -$6.32K -42 -69%