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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$8K +$7.55K +119 +233%
CFG
202
Citizens Financial Group
Rhode Island
$7K
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$5K +$1.27K +20 +25%
GAM
204
Gemmer Asset Management
California
$5K +$2.29K +36 +49%
PFGIA
205
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$6.48K +102 New
CFA
206
Carroll Financial Associates
North Carolina
$3K
TWA
207
TCI Wealth Advisors
Arizona
$3K
PFO
208
Pathstone Family Office
New Jersey
$3K +$3.81K +60 New
BCA
209
Berman Capital Advisors
Georgia
$2K -$1.02K -16 -27%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$2K
TFO
211
Tarbox Family Office
California
$2K +$1.4K +22 +100%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$2K +$2.98K +47 New
VCM
213
Versant Capital Management
Arizona
$1K -$20.5K -323 -90%
SFS
214
Sowell Financial Services
Arkansas
$1K -$571 -9 -45%
AF
215
Allworth Financial
California
$1K
SL
216
Savior LLC
Massachusetts
$1K
TIM
217
Tortoise Investment Management
New York
$1K
PA
218
Parallel Advisors
California
$1K +$254 +4 +14%
CFGS
219
Concourse Financial Group Securities
Alabama
$1K +$1.91K +30 New
CCP
220
Clough Capital Partners
Massachusetts
-$7.26M -101,920 Closed
Man Group
221
Man Group
United Kingdom
-$6.84M -96,145 Closed
DCM
222
Driehaus Capital Management
Illinois
-$6.14M -86,183 Closed
MPAM
223
Monarch Partners Asset Management
Massachusetts
-$5.85M -82,107 Closed
GIPM
224
G2 Investment Partners Management
New York
-$4.58M -64,364 Closed
SSCM
225
Summit Street Capital Management
New York
-$4.05M -56,877 Closed