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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$179K +$116K +4,070 +179%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$169K +$117K +4,110 +221%
PI
153
PineBridge Investments
New York
$156K +$17.6K +618 +13%
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$113K -$125K -4,392 -52%
US Bancorp
155
US Bancorp
Minnesota
$112K +$1.62K +57 +1%
Teacher Retirement System of Texas
156
Teacher Retirement System of Texas
Texas
$100K -$34.2K -1,201 -25%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$91K +$84.9K +2,979 +1,150%
Canada Life
158
Canada Life
Manitoba, Canada
$70K
Federated Hermes
159
Federated Hermes
Pennsylvania
$69K -$177K -6,224 -72%
BlackRock
160
BlackRock
New York
$67K +$39.4K +1,382 +138%
MOACM
161
Mutual of America Capital Management
New York
$54K +$7.12K +250 +15%
VCM
162
Versant Capital Management
Arizona
$43K +$43.6K +1,532 New
LIA
163
LS Investment Advisors
Michigan
$37K
HA
164
Harfst & Associates
Wyoming
$19K +$19.6K +688 New
TRCT
165
Tower Research Capital (TRC)
New York
$18K +$17.9K +629 New
Creative Planning
166
Creative Planning
Kansas
$11K +$11.4K +400 New
LTFS
167
Ladenburg Thalmann Financial Services
Florida
$9K +$9.4K +330 New
MWP
168
MYCIO Wealth Partners
Pennsylvania
$7K
S
169
SignatureFD
Georgia
$6K
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$6K +$57 +2 +1%
LNB
171
Ledyard National Bank
$3K +$2.85K +100 New
GAM
172
Gemmer Asset Management
California
$2K
IA
173
IFP Advisors
Florida
$2K +$2.14K +75 New
RWM
174
Raffa Wealth Management
District of Columbia
$536
FMA
175
Fiduciary Management Associates
Illinois
-$16.5M -628,210 Closed