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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$54K
LTFS
202
Ladenburg Thalmann Financial Services
Florida
$51K +$16.8K +396 +58%
PRS
203
Pinkerton Retirement Specialists
Idaho
$48K -$680 -16 -2%
IA
204
IFP Advisors
Florida
$46K +$3.61K +85 +9%
SWA
205
Sutton Wealth Advisors
Florida
$45.1K
HMS
206
Hanseatic Management Services
New Mexico
$39K +$14.1K +331 +66%
TDC
207
Thompson Davis & Co
Virginia
$38K
MA
208
MUFG Americas
New York
$37K
AIM
209
Acrospire Investment Management
Illinois
$33K -$25.5K -600 -46%
LAM
210
Lebenthal Asset Management
New York
$29K +$26.4K +620 New
CAW
211
Cornerstone Advisors (Washington)
Washington
$23K
FIB
212
First Interstate Bank
Montana
$16K -$3.23K -76 -19%
MWP
213
MYCIO Wealth Partners
Pennsylvania
$12K
FHA
214
First Horizon Advisors
Tennessee
$11K
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$11K
FNBT
216
FineMark National Bank & Trust
Florida
$11K +$595 +14 +6%
LNB
217
Ledyard National Bank
$5K
S
218
SignatureFD
Georgia
$5K
IUHSA
219
Itau Unibanco Holding S.A.
Brazil
$5K +$4.25K +100 New
JFA
220
JNBA Financial Advisors
Minnesota
$5K +$4.76K +112 New
TWA
221
TCI Wealth Advisors
Arizona
$4K +$1.06K +25 +44%
FANJ
222
Financial Architects (New Jersey)
New Jersey
$3K
GAM
223
Gemmer Asset Management
California
$3K
MFW
224
Mosaic Family Wealth
Missouri
$2K
MCM
225
MV Capital Management
Maryland
$2K +$1.4K +33 New