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Advanced Energy
AEIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
651
Cromwell Holdings
Wyoming
$3.73K +$3.5K +10 New
OCWP
652
Owl Creek Wealth Partners
Colorado
$3.73K +$3.5K +10 New
KFG
653
Kingdom Financial Group
Arizona
$3.36K -$173K -496 -98%
CCMI
654
Creative Capital Management Investments
California
$2.98K +$2.8K +8 New
KG
655
Kilter Group
New York
$2.61K -$2.1K -6 -46%
PWMG
656
Private Wealth Management Group
New Jersey
$2.61K – – –
JWM
657
JPL Wealth Management
Colorado
$2.61K +$699 +2 +40%
HIA
658
HFM Investment Advisors
New Jersey
$2.61K +$1.75K +5 +250%
RS
659
Rakuten Securities
Japan
$2.61K +$350 +1 +17%
RWM
660
Raffa Wealth Management
District of Columbia
$2.61K +$2.1K +6 +600%
CCM
661
Chilton Capital Management
Texas
$2.24K – – –
DPW
662
DiNuzzo Private Wealth
Pennsylvania
$2.24K – – –
PAI
663
Pittenger & Anderson Inc
Nebraska
$2.24K – – –
SWM
664
Spire Wealth Management
Virginia
$2.24K +$2.1K +6 New
WETS
665
Wealth Enhancement Trust Services
South Dakota
$2.24K +$2.1K +6 New
TC
666
Trust Company
Kansas
$1.86K – – –
CIA
667
Cape Investment Advisory
Georgia
$1.86K +$1.75K +5 New
SFCL
668
Strengthening Families & Communities LLC
Massachusetts
$1.86K +$1.75K +5 New
FHC
669
First Horizon Corporation
Tennessee
$1.86K – – –
MA
670
Montag & Associates
Georgia
$1.51K -$699 -2 -33%
CFM
671
Cornerstone Financial Management
Massachusetts
$1.49K – – –
LI
672
LRI Investments
Florida
$1.12K +$1.05K +3 New
SWP
673
Strategic Wealth Partners
Ohio
$1.12K +$1.05K +3 New
AW
674
Avion Wealth
Texas
$1K – – –
AWM
675
Abound Wealth Management
Tennessee
$933 – – –
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