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Advanced Energy
AEIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
551
Essential Partners
California
$3.55K – – –
HFS
552
Hughes Financial Services
Virginia
$3.55K +$290 +1 +10%
MAM
553
Marquette Asset Management
Minnesota
$3.23K +$2.9K +10 New
BHWM
554
Bay Harbor Wealth Management
Maryland
$3.23K +$1.45K +5 +100%
CAL
555
Capital Analysts LLC
Pennsylvania
$3K +$2.9K +10 New
PWMG
556
Private Wealth Management Group
New Jersey
$2.26K – – –
PWMG
557
Prestige Wealth Management Group
New Jersey
$2.26K +$2.03K +7 New
CCM
558
Chilton Capital Management
Texas
$1.94K – – –
DPW
559
DiNuzzo Private Wealth
Pennsylvania
$1.94K – – –
PAI
560
Pittenger & Anderson Inc
Nebraska
$1.94K +$1.74K +6 New
BWL
561
Bogart Wealth LLC
Virginia
$1.94K +$1.74K +6 New
RS
562
Rakuten Securities
Japan
$1.94K +$1.74K +6 New
MA
563
Montag & Associates
Georgia
$1.8K -$1.74K -6 -50%
QL
564
Quarry LP
New York
$1.61K -$3.19K -11 -69%
TFA
565
Transamerica Financial Advisors
Florida
$1.61K -$1.45K -5 -50%
FHC
566
First Horizon Corporation
Tennessee
$1.61K – – –
TC
567
Trust Company
Kansas
$1.61K – – –
SIC
568
SJS Investment Consulting
Ohio
$1.61K +$580 +2 +67%
JWM
569
JPL Wealth Management
Colorado
$1.61K +$1.45K +5 New
MPG
570
My Portfolio Guide
California
$1.61K +$1.45K +5 New
CFM
571
Cornerstone Financial Management
Massachusetts
$1.29K +$1.16K +4 New
VWM
572
Vermillion Wealth Management
Minnesota
$1.29K +$1.16K +4 New
AW
573
Avion Wealth
Texas
$1K – – –
AWM
574
Abound Wealth Management
Tennessee
$807 -$869 -3 -50%
HIA
575
HFM Investment Advisors
New Jersey
$645 -$2.61K -9 -82%
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