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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
201
Citizens Financial Group
Rhode Island
$8K – – –
Lazard Asset Management
202
Lazard Asset Management
New York
$8K +$7.78K +144 New
FBT
203
First Bank & Trust
South Dakota
$7K – – –
LJHT
204
Laurie J. Hall Trustee
$5K – – –
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
CG
206
Cutler Group
California
$5K +$5.4K +100 New
CFA
207
Carroll Financial Associates
North Carolina
$4K – – –
GAM
208
Gemmer Asset Management
California
$4K – – –
HGWM
209
Harvest Group Wealth Management
Massachusetts
$4K – – –
BCA
210
Berman Capital Advisors
Georgia
$3K – – –
SPIA
211
Steward Partners Investment Advisory
New York
$3K – – –
TWA
212
TCI Wealth Advisors
Arizona
$3K – – –
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
PA
214
Parallel Advisors
California
$2K – – –
TL
215
TrueWealth LLC
Georgia
$2K – – –
SFS
216
Sowell Financial Services
Arkansas
$2K +$2.16K +40 New
GWAG
217
Garrett Wealth Advisory Group
Texas
$1.09K +$1.03K +19 New
PFBT
218
Parkside Financial Bank & Trust
Missouri
$1K -$918 -17 -65%
AF
219
Allworth Financial
California
$1K – – –
FGAM
220
Financial Gravity Asset Management
Texas
$1K – – –
TFO
221
Tarbox Family Office
California
$1K – – –
TCA
222
Tortoise Capital Advisors
Kansas
$1K – – –
TIM
223
Tortoise Investment Management
New York
$1K – – –
WT
224
Whittier Trust
California
$1K – – –
PRC
225
Pearl River Capital
Michigan
$1K +$1.35K +25 New