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Advanced Energy
AEIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
401
True Wealth Design
Ohio
$15.1K – – –
TSMHT
402
Thurston Springer Miller Herd & Titak
Indiana
$13.6K +$13.2K +65 New
AWA
403
Acumen Wealth Advisors
Tennessee
$12.8K +$12.4K +61 New
BIA
404
Bell Investment Advisors
California
$11.1K +$6.92K +34 +179%
W
405
WealthCollab
Washington
$10.9K – – –
SS
406
SBI Securities
Japan
$10.3K +$1.43K +7 +17%
HIM
407
Hillsdale Investment Management
Ontario, Canada
$9.42K -$3.05K -15 -25%
KFAS
408
Keating Financial Advisory Services
Kansas
$9.21K +$8.95K +44 New
MAFA
409
MJT & Associates Financial Advisory
Minnesota
$8.38K – – –
RIL
410
Rothschild Investment LLC
Illinois
$8.16K +$814 +4 +11%
CA
411
Clearstead Advisors
Ohio
$7.75K +$814 +4 +12%
HNW
412
High Note Wealth
Minnesota
$7.33K -$407 -2 -5%
RWS
413
Retirement Wealth Solutions
Wisconsin
$7.12K +$814 +4 +13%
TC
414
Truvestments Capital
Florida
$6.28K +$407 +2 +7%
MO
415
McMillan Office
Michigan
$5.65K +$5.5K +27 New
JWA
416
JFS Wealth Advisors
Pennsylvania
$5.24K +$3.05K +15 +150%
FDCDDQ
417
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.23K +$5.09K +25 New
MB
418
MidFirst Bank
Oklahoma
$5.23K +$410K +2,016 New
AEPWM
419
Atlantic Edge Private Wealth Management
Florida
$4.82K – – –
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$4.61K -$407 -2 -8%
IAS
421
IMA Advisory Services
Colorado
$4.61K +$4.48K +22 New
IA
422
IFP Advisors
Florida
$4.4K -$1.83K -9 -30%
AGWCA
423
Annis Gardner Whiting Capital Advisors
Florida
$4.4K – – –
SEP
424
Signature Equity Partners
Ohio
$3.56K +$3.46K +17 New
RWM
425
Rialto Wealth Management
New York
$3.56K – – –
15 16
17
18 19