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Advanced Energy
AEIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
601
Bell Investment Advisors
California
$21.3K – – –
CWA
602
Carolina Wealth Advisors
South Carolina
$21.3K +$7.34K +21 +58%
CIM
603
Contravisory Investment Management
Massachusetts
$20.9K – – –
TC
604
Truvestments Capital
Florida
$20.5K +$8.74K +25 +83%
CMA
605
Cedar Mountain Advisors
Oregon
$19.8K – – –
CFO
606
CVA Family Office
Colorado
$19.8K +$350 +1 +2%
W
607
WealthCollab
Washington
$19.4K – – –
MI
608
Markowski Investments
Florida
$19K +$17.8K +51 New
KFAS
609
Keating Financial Advisory Services
Kansas
$18.6K +$1.4K +4 +9%
SGFG
610
Silver Grove Financial Group
New York
$17.5K +$16.4K +47 New
HCA
611
Harbor Capital Advisors
Illinois
$17K -$7.69K -22 -33%
BBPWM
612
Blue Bell Private Wealth Management
Pennsylvania
$15.7K – – –
WA
613
WPG Advisers
Maryland
$14.5K -$2.8K -8 -17%
WA
614
WestEnd Advisors
North Carolina
$13.6K +$12.6K +36 New
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$12.3K -$2.45K -7 -18%
HNW
616
High Note Wealth
Minnesota
$12.3K – – –
SIC
617
SJS Investment Consulting
Ohio
$11.6K +$9.09K +26 +520%
RWS
618
Retirement Wealth Solutions
Wisconsin
$11.6K -$699 -2 -6%
FFO
619
Fortitude Family Office
Arizona
$10.8K – – –
FNWA
620
Financial Network Wealth Advisors
Utah
$10.4K -$2.1K -6 -18%
MO
621
McMillan Office
Michigan
$10.1K – – –
ZBNA
622
Zions Bancorporation, National Association
Utah
$9.7K +$2.45K +7 +37%
JWA
623
JFS Wealth Advisors
Pennsylvania
$9.32K – – –
MB
624
MidFirst Bank
Oklahoma
$9.32K – – –
C
625
Covestor
United Kingdom
$9K -$8.74K -25 -51%
23 24
25
26 27