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Enphase Energy
ENPH

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
751
Boston Family Office
Massachusetts
$232K – – –
TDC
752
Thompson Davis & Co
Virginia
$232K -$211K -725 -45%
CCFM
753
Clear Creek Financial Management
Washington
$232K – – –
GFPC
754
Global Financial Private Client
Florida
$232K +$2.62K +9 +1%
HWM
755
HB Wealth Management
Georgia
$232K +$254K +874 New
NW
756
NewEdge Wealth
Pennsylvania
$231K -$12.8K -44 -5%
RG
757
Rathbones Group
United Kingdom
$230K – – –
RSWM
758
Robertson Stephens Wealth Management
California
$229K +$251K +864 New
MIM
759
Moseley Investment Management
Florida
$227K +$20.4K +70 +9%
DEA
760
DoubleLine ETF Adviser
Florida
$226K +$248K +853 New
QCG
761
Quadrant Capital Group
Ohio
$225K +$9.6K +33 +4%
CFG
762
Carr Financial Group
Massachusetts
$225K +$247K +850 New
EFG
763
Everhart Financial Group
Ohio
$222K -$77.4K -266 -24%
FMLI
764
Fukoku Mutual Life Insurance
Japan
$220K +$242K +832 New
SSB
765
Sandy Spring Bank
Maryland
$217K – – –
AWG
766
Altus Wealth Group
Colorado
$217K +$238K +819 New
LNC
767
Lincoln National Corp
Pennsylvania
$216K +$237K +814 New
AF
768
Allworth Financial
California
$213K +$8.15K +28 +4%
CMBA
769
C.M. Bidwell & Associates
Hawaii
$213K -$114K -393 -33%
GL
770
Graypoint LLC
New York
$212K -$95.7K -329 -29%
SA
771
Syntax Advisors
New York
$211K -$27.1K -93 -10%
VCG
772
Vantage Consulting Group
Virginia
$211K -$27.1K -93 -10%
CFG
773
Citizens Financial Group
Rhode Island
$211K -$4.95K -17 -2%
YIH
774
Y-Intercept (HK)
Hong Kong
$209K -$1.16M -3,992 -84%
BF
775
BOK Financial
Oklahoma
$208K +$228K +785 New
29 30
31
32 33