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Enphase Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
551
Laird Norton Wetherby Wealth Management
California
$619K +$145K +538 +32%
BDF
552
Balasa Dinverno & Foltz
$619K +$265K +982 +79%
Loomis, Sayles & Company
553
Loomis, Sayles & Company
Massachusetts
$612K +$112K +416 +23%
ACM
554
AlphaStar Capital Management
North Carolina
$608K +$539 +2 +0.1%
HI
555
Human Investing
Oregon
$604K +$587K +2,178 New
GKWIM
556
Gerber Kawasaki Wealth & Investment Management
California
$601K +$69.9K +259 +14%
AssetMark Inc
557
AssetMark Inc
California
$600K +$520K +1,927 +813%
PWM
558
PBMares Wealth Management
Virginia
$596K +$1.35K +5 +0.2%
AWM
559
Axxcess Wealth Management
California
$591K -$35.3K -131 -6%
JPMIA
560
J.P. Marvel Investment Advisors
Massachusetts
$585K +$569K +2,110 New
BJL
561
Brighton Jones LLC
Washington
$584K +$224K +830 +65%
WFC
562
Western Financial Corp
California
$581K -$137K -509 -20%
EF
563
Empirical Finance
Pennsylvania
$580K +$145K +539 +35%
AG
564
Appleton Group
Wisconsin
$579K – – –
RHBC
565
R.H. Bluestein & Co
Michigan
$579K – – –
IWC
566
Integrated Wealth Concepts
Massachusetts
$578K +$562K +2,083 New
BBP
567
Banco BTG Pactual
Brazil
$577K +$561K +2,081 New
CG
568
Caprock Group
Idaho
$575K +$105K +391 +23%
DIA
569
Dana Investment Advisors
Wisconsin
$574K – – –
RA
570
RFG Advisory
Alabama
$572K -$118K -438 -18%
V
571
Veritable
Delaware
$570K -$137K -508 -20%
KeyBank National Association
572
KeyBank National Association
Ohio
$568K +$552K +2,048 New
NSAM
573
North Star Asset Management
Wisconsin
$564K -$11.1K -41 -2%
FIM
574
Freedom Investment Management
Connecticut
$564K +$38K +141 +7%
AAS
575
Annex Advisory Services
Wisconsin
$563K -$1.34M -4,970 -71%