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Advanced Energy
AEIS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
526
Retirement Wealth Solutions
Wisconsin
$10.7K -$290 -1 -3%
HNW
527
High Note Wealth
Minnesota
$10.6K -$580 -2 -6%
TC
528
Truvestments Capital
Florida
$9.68K – – –
FFO
529
Fortitude Family Office
Arizona
$9.36K +$6.38K +22 +314%
MO
530
McMillan Office
Michigan
$8.71K – – –
MB
531
MidFirst Bank
Oklahoma
$8.07K -$577K -1,991 -99%
JWA
532
JFS Wealth Advisors
Pennsylvania
$8.07K – – –
AEPWM
533
Atlantic Edge Private Wealth Management
Florida
$7.42K – – –
CBT
534
Crews Bank & Trust
Florida
$7.42K +$6.67K +23 New
TCM
535
TD Capital Management
Tennessee
$6.78K +$4.64K +16 +320%
AGWCA
536
Annis Gardner Whiting Capital Advisors
Florida
$6.78K – – –
IA
537
IFP Advisors
Florida
$6.78K – – –
RF
538
Rossby Financial
Florida
$6.32K +$4.06K +14 +280%
RWM
539
Rialto Wealth Management
New York
$6.13K +$580 +2 +12%
ZBNA
540
Zions Bancorporation, National Association
Utah
$6.13K +$3.19K +11 +138%
IAAG
541
Innovative Asset Advisors Group
Connecticut
$6.13K +$5.51K +19 New
MAFA
542
MJT & Associates Financial Advisory
Minnesota
$5.81K -$6.38K -22 -55%
SEP
543
Signature Equity Partners
Ohio
$5.17K -$290 -1 -6%
NSIM
544
North Star Investment Management
Illinois
$5.16K – – –
Q1WB
545
Quest 10 Wealth Builders
Virginia
$5.16K +$4.64K +16 New
HI
546
Harbour Investments
Wisconsin
$5.1K +$4.06K +14 +1,400%
PMFA
547
Plante Moran Financial Advisors
Michigan
$4.84K – – –
PWA
548
Physician Wealth Advisors
Utah
$4.84K +$869 +3 +25%
KG
549
Kilter Group
New York
$4.2K -$1.16K -4 -24%
IAS
550
IMA Advisory Services
Colorado
$3.87K -$2.9K -10 -45%
20 21
22
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