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Advanced Energy
AEIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
601
Bogart Wealth LLC
Virginia
$25K +$21.3K +61 +1,017%
WTC
602
WhitTier Trust Company
Nevada
$24.7K – – –
TSMHT
603
Thurston Springer Miller Herd & Titak
Indiana
$24.2K – – –
AWA
604
Acumen Wealth Advisors
Tennessee
$23.9K +$4.2K +12 +23%
APFP
605
Action Point Financial Planning
Michigan
$23.5K +$23.1K +66 New
BIA
606
Bell Investment Advisors
California
$21.3K – – –
CWA
607
Carolina Wealth Advisors
South Carolina
$21.3K +$7.34K +21 +58%
CIM
608
Contravisory Investment Management
Massachusetts
$20.9K – – –
TC
609
Truvestments Capital
Florida
$20.5K +$8.74K +25 +83%
CMA
610
Cedar Mountain Advisors
Oregon
$19.8K – – –
CFO
611
CVA Family Office
Colorado
$19.8K +$350 +1 +2%
W
612
WealthCollab
Washington
$19.4K – – –
MI
613
Markowski Investments
Florida
$19K +$17.8K +51 New
KFAS
614
Keating Financial Advisory Services
Kansas
$18.6K +$1.4K +4 +9%
SGFG
615
Silver Grove Financial Group
New York
$17.5K +$16.4K +47 New
HCA
616
Harbor Capital Advisors
Illinois
$17K -$7.69K -22 -33%
BBPWM
617
Blue Bell Private Wealth Management
Pennsylvania
$15.7K – – –
WA
618
WPG Advisers
Maryland
$14.5K -$2.8K -8 -17%
WA
619
WestEnd Advisors
North Carolina
$13.6K +$12.6K +36 New
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$12.3K -$2.45K -7 -18%
HNW
621
High Note Wealth
Minnesota
$12.3K – – –
SIC
622
SJS Investment Consulting
Ohio
$11.6K +$9.09K +26 +520%
RWS
623
Retirement Wealth Solutions
Wisconsin
$11.6K -$699 -2 -6%
FFO
624
Fortitude Family Office
Arizona
$10.8K – – –
FNWA
625
Financial Network Wealth Advisors
Utah
$10.4K -$2.1K -6 -18%
23 24
25
26 27