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Advanced Energy
AEIS

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
501
NewEdge Wealth
Pennsylvania
$288K +$270K +772 New
AWA
502
Arkadios Wealth Advisors
Georgia
$285K +$42.3K +121 +19%
FCA
503
FLC Capital Advisors
California
$284K – – –
AFG
504
Atomi Financial Group
New York
$280K -$22.4K -64 -8%
BF
505
Brucke Financial
Indiana
$274K -$308K -881 -54%
PCS
506
Personal CFO Solutions
New Jersey
$273K -$44.4K -127 -15%
HNB
507
Hilltop National Bank
Wyoming
$273K -$113K -324 -31%
MOS
508
MGO One Seven
Ohio
$271K -$1.75K -5 -0.7%
PS
509
Principal Securities
Iowa
$267K -$173K -496 -41%
UBP
510
Union Bancaire Privee
Switzerland
$265K -$4.09M -11,706 -94%
PCA
511
Pallas Capital Advisors
Massachusetts
$262K +$3.15K +9 +1%
ICP
512
Impact Capital Partners
Colorado
$262K +$246K +703 New
LIM
513
Leavell Investment Management
Alabama
$261K – – –
MMA
514
Mizuho Markets Americas
New York
$256K +$240K +686 New
GIA
515
Gladstone Institutional Advisory
Florida
$255K +$240K +685 New
SCA
516
Snowden Capital Advisors
New York
$255K -$16.1K -46 -6%
BPAMU
517
BTG Pactual Asset Management US
New York
$252K +$236K +676 New
HI
518
Horizon Investments
North Carolina
$249K +$33.2K +95 +17%
GFP
519
Gryphon Financial Partners
Ohio
$247K – – –
DWM
520
Diversify Wealth Management
Utah
$245K -$67.1K -192 -19%
DAS
521
Diversify Advisory Services
Utah
$245K +$294K +840 New
SAM
522
Smartleaf Asset Management
Massachusetts
$243K – – –
BCM
523
Bayesian Capital Management
New York
$242K +$227K +650 New
CAM
524
Claret Asset Management
Quebec, Canada
$242K +$227K +648 New
DWT
525
Dorsey & Whitney Trust
South Dakota
$239K +$3.15K +9 +1%
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