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Advanced Energy

Name Holding Trade Value Shares
Change
Change in
Stake
QT
201
Quantbot Technologies
New York
$55K +$48.8K +819 New
WR
202
Watson Rebecca
$47K +$41.7K +700 New
PA
203
Procyon Advisors
Connecticut
$46K +$19.7K +330 +94%
SPIA
204
Steward Partners Investment Advisory
New York
$38K
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$38K +$33.4K +560 New
FHA
206
First Horizon Advisors
Tennessee
$29K +$10.6K +178 +66%
GT
207
Glenmede Trust
Pennsylvania
$28K +$6.61K +111 +35%
GRP
208
Global Retirement Partners
California
$26K +$834 +14 +4%
PCG
209
Private Capital Group
Connecticut
$20K +$4.47K +75 +34%
S
210
SignatureFD
Georgia
$11K -$16.1K -270 -63%
CFG
211
Citizens Financial Group
Rhode Island
$10K
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$10K +$9.06K +152 New
GAM
213
Gemmer Asset Management
California
$7K
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$238 +4 +4%
FHA
215
Flagship Harbor Advisors
Massachusetts
$6K +$5.66K +95 New
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$5K -$1.19K -20 -20%
CFA
217
Carroll Financial Associates
North Carolina
$5K
TWA
218
TCI Wealth Advisors
Arizona
$4K
PAG
219
Private Advisor Group
New Jersey
$4K +$3.69K +62 New
AssetMark Inc
220
AssetMark Inc
California
$3K -$7.09K -119 -70%
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$3K
TFO
222
Tarbox Family Office
California
$3K
HR
223
Howe & Rusling
New York
$3K +$2.2K +37 New
BCA
224
Berman Capital Advisors
Georgia
$2K
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$2K