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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Gemmer Asset Management
California
$4K – – –
BCA
202
Berman Capital Advisors
Georgia
$3K -$857 -16 -21%
FPFS
203
First Personal Financial Services
North Carolina
$3K – – –
HGWM
204
Harvest Group Wealth Management
Massachusetts
$3K – – –
HAM
205
Highstreet Asset Management
Ontario, Canada
$3K – – –
TWA
206
TCI Wealth Advisors
Arizona
$3K – – –
SPIA
207
Steward Partners Investment Advisory
New York
$3K +$3.11K +58 New
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
PA
209
Parallel Advisors
California
$2K – – –
TL
210
TrueWealth LLC
Georgia
$2K – – –
PCP
211
Proficio Capital Partners
Massachusetts
$2K +$2.2K +41 New
FGAM
212
Financial Gravity Asset Management
Texas
$1K -$697 -13 -35%
AF
213
Allworth Financial
California
$1K – – –
TCA
214
Tortoise Capital Advisors
Kansas
$1K – – –
TIM
215
Tortoise Investment Management
New York
$1K – – –
WT
216
Whittier Trust
California
$1K – – –
PFBT
217
Parkside Financial Bank & Trust
Missouri
$1K +$911 +17 +189%
PHK
218
Point72 Hong Kong
Hong Kong
$1K +$964 +18 New
TFO
219
Tarbox Family Office
California
$1K +$1.18K +22 New
BCWM
220
Bartlett & Co Wealth Management
Ohio
$394 +$375 +7 New
LSV Asset Management
221
LSV Asset Management
Illinois
– -$15.1M -304,100 Closed
Arrowstreet Capital
222
Arrowstreet Capital
Massachusetts
– -$7.2M -144,962 Closed
DekaBank Deutsche Girozentrale
223
DekaBank Deutsche Girozentrale
Germany
– -$5.54M -99,300 Closed
HAM
224
Harber Asset Management
North Carolina
– -$4.76M -95,800 Closed
Hotchkis & Wiley Capital Management
225
Hotchkis & Wiley Capital Management
California
– -$4.34M -87,361 Closed