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Advanced Energy
AEIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
626
Atlantic Edge Private Wealth Management
Florida
$8.58K – – –
TCM
627
TD Capital Management
Tennessee
$7.83K – – –
IA
628
IFP Advisors
Florida
$7.83K – – –
MNA
629
Manning & Napier Advisors
New York
$7.66K +$7.69K +22 New
RWM
630
Rialto Wealth Management
New York
$7.46K +$350 +1 +5%
SEP
631
Signature Equity Partners
Ohio
$6.34K +$350 +1 +6%
CA
632
Continuum Advisory
Idaho
$6.34K +$5.95K +17 New
NSIM
633
North Star Investment Management
Illinois
$5.97K – – –
Q1WB
634
Quest 10 Wealth Builders
Virginia
$5.97K – – –
TFM
635
TFC Financial Management
Massachusetts
$5.59K +$5.25K +15 New
PMFA
636
Plante Moran Financial Advisors
Michigan
$5.59K – – –
HFS
637
Hughes Financial Services
Virginia
$5.59K +$1.4K +4 +36%
HI
638
Harbour Investments
Wisconsin
$5.45K – – –
PWMG
639
Prestige Wealth Management Group
New Jersey
$5.22K +$2.45K +7 +100%
TFA
640
Transamerica Financial Advisors
Florida
$4.48K +$2.45K +7 +140%
BHWM
641
Bay Harbor Wealth Management
Maryland
$4.47K +$699 +2 +20%
MAFA
642
MJT & Associates Financial Advisory
Minnesota
$4.1K -$2.45K -7 -39%
PWA
643
Physician Wealth Advisors
Utah
$4.1K -$1.4K -4 -27%
RF
644
Rossby Financial
Florida
$3.73K -$3.15K -9 -47%
MAM
645
Marquette Asset Management
Minnesota
$3.73K – – –
CH
646
Cromwell Holdings
Wyoming
$3.73K +$3.5K +10 New
OCWP
647
Owl Creek Wealth Partners
Colorado
$3.73K +$3.5K +10 New
KFG
648
Kingdom Financial Group
Arizona
$3.36K -$173K -496 -98%
CCMI
649
Creative Capital Management Investments
California
$2.98K +$2.8K +8 New
KG
650
Kilter Group
New York
$2.61K -$2.1K -6 -46%
24 25
26
27 28