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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WSFG
501
Wall Street Financial Group
Illinois
$27.4K +$24.6K +85 New
TWD
502
True Wealth Design
Ohio
$23.2K – – –
Mitsubishi UFJ Asset Management
503
Mitsubishi UFJ Asset Management
Japan
$23.2K – – –
HCA
504
Harbor Capital Advisors
Illinois
$22K -$3.65M -12,584 -99%
MG
505
Mather Group
Illinois
$21.6K +$19.4K +67 New
TSMHT
506
Thurston Springer Miller Herd & Titak
Indiana
$21K – – –
TPWA
507
Twin Peaks Wealth Advisors
California
$20.3K +$18.3K +63 New
HIA
508
Harbor Investment Advisory
Maryland
$20K +$18K +62 New
WIM
509
Westside Investment Management
California
$19.9K +$17.4K +60 New
BIA
510
Bell Investment Advisors
California
$18.4K +$1.16K +4 +8%
CIM
511
Contravisory Investment Management
Massachusetts
$18.1K +$16.2K +56 New
CMA
512
Cedar Mountain Advisors
Oregon
$17.1K +$14.5K +50 +1,667%
AWA
513
Acumen Wealth Advisors
Tennessee
$16.8K -$2.61K -9 -15%
W
514
WealthCollab
Washington
$16.8K – – –
CFO
515
CVA Family Office
Colorado
$16.8K +$13.3K +46 +767%
C
516
Covestor
United Kingdom
$16K -$10.7K -37 -43%
RIL
517
Rothschild Investment LLC
Illinois
$15.5K +$2.61K +9 +23%
WA
518
WPG Advisers
Maryland
$15.2K +$13.6K +47 New
KFAS
519
Keating Financial Advisory Services
Kansas
$14.8K +$580 +2 +5%
BBPWM
520
Blue Bell Private Wealth Management
Pennsylvania
$13.6K +$12.2K +42 New
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$12.9K +$5.22K +18 +82%
ECSS
522
Eurizon Capital SGR SpA
$12.6K +$12.2K +42 New
EC
523
Elequin Capital
New York
$11.6K -$15.1K -52 -59%
CWA
524
Carolina Wealth Advisors
South Carolina
$11.6K +$10.4K +36 New
FNWA
525
Financial Network Wealth Advisors
Utah
$11K +$6.96K +24 +240%