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Advanced Energy
AEIS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
376
Rialto Wealth Management
New York
$2.89K – – –
HFS
377
Hughes Financial Services
Virginia
$2.63K – – –
PMFA
378
Plante Moran Financial Advisors
Michigan
$2.55K +$2.26K +15 New
FFO
379
Fortitude Family Office
Arizona
$1.87K +$301 +2 +22%
JWA
380
JFS Wealth Advisors
Pennsylvania
$1.7K +$151 +1 +11%
FNWA
381
Financial Network Wealth Advisors
Utah
$1.7K – – –
EP
382
Essential Partners
California
$1.53K +$903 +6 +200%
WWA
383
Wealth Watch Advisors
Colorado
$1.36K +$1.21K +8 New
PWMG
384
Private Wealth Management Group
New Jersey
$1.19K – – –
CFO
385
CVA Family Office
Colorado
$1.02K – – –
PWA
386
Physician Wealth Advisors
Utah
$1.02K – – –
CCM
387
Cloud Capital Management
Washington
$1K +$1.35K +9 New
DPW
388
DiNuzzo Private Wealth
Pennsylvania
$899 – – –
TIM
389
Tortoise Investment Management
New York
$851 +$602 +4 +400%
FHC
390
First Horizon Corporation
Tennessee
$851 +$753 +5 New
JWM
391
JPL Wealth Management
Colorado
$851 +$753 +5 New
RWM
392
Raffa Wealth Management
District of Columbia
$851 +$753 +5 New
RF
393
Rossby Financial
Florida
$705 +$602 +4 New
BHWM
394
Bay Harbor Wealth Management
Maryland
$680 +$301 +2 +100%
CMA
395
Cedar Mountain Advisors
Oregon
$510 +$452 +3 New
AWM
396
Abound Wealth Management
Tennessee
$341 – – –
SIC
397
SJS Investment Consulting
Ohio
$341 – – –
HIA
398
HFM Investment Advisors
New Jersey
$340 – – –
PWAM
399
Private Wealth Asset Management
Iowa
$340 – – –
AWM
400
Activest Wealth Management
Florida
$125 +$151 +1 New
14 15
16
17 18