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Advanced Energy
AEIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
501
Brucke Financial
Indiana
$274K -$308K -881 -54%
PCS
502
Personal CFO Solutions
New Jersey
$273K -$44.4K -127 -15%
HNB
503
Hilltop National Bank
Wyoming
$273K -$113K -324 -31%
MOS
504
MGO One Seven
Ohio
$271K -$1.75K -5 -0.7%
PS
505
Principal Securities
Iowa
$267K -$173K -496 -41%
UBP
506
Union Bancaire Privee
Switzerland
$265K -$4.09M -11,706 -94%
PCA
507
Pallas Capital Advisors
Massachusetts
$262K +$3.15K +9 +1%
ICP
508
Impact Capital Partners
Colorado
$262K +$246K +703 New
LIM
509
Leavell Investment Management
Alabama
$261K – – –
MMA
510
Mizuho Markets Americas
New York
$256K +$240K +686 New
GIA
511
Gladstone Institutional Advisory
Florida
$255K +$240K +685 New
SCA
512
Snowden Capital Advisors
New York
$255K -$16.1K -46 -6%
BPAMU
513
BTG Pactual Asset Management US
New York
$252K +$236K +676 New
HI
514
Horizon Investments
North Carolina
$249K +$33.2K +95 +17%
GFP
515
Gryphon Financial Partners
Ohio
$247K – – –
DWM
516
Diversify Wealth Management
Utah
$245K -$67.1K -192 -19%
DAS
517
Diversify Advisory Services
Utah
$245K +$294K +840 New
SAM
518
Smartleaf Asset Management
Massachusetts
$243K – – –
BCM
519
Bayesian Capital Management
New York
$242K +$227K +650 New
CAM
520
Claret Asset Management
Quebec, Canada
$242K +$227K +648 New
DWT
521
Dorsey & Whitney Trust
South Dakota
$239K +$3.15K +9 +1%
BS
522
Banco Santander
Spain
$234K +$220K +628 New
QC
523
Quantessence Capital
New York
$233K +$219K +625 New
VCM
524
Vision Capital Management
Oregon
$231K +$216K +619 New
ACM
525
Advisors Capital Management
New Jersey
$231K +$216K +618 New
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