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NRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RIP
676
Reliant Investment Partners
North Carolina
$397K +$36.8K +279 +13%
PCM
677
Park Capital Management
Wisconsin
$392K +$322K +2,443 New
SIA
678
SeaBridge Investment Advisors
New Jersey
$392K +$264 +2 +0.1%
IAA
679
Independent Advisor Alliance
North Carolina
$390K +$21.5K +163 +7%
GM
680
GeoWealth Management
Illinois
$390K -$53.2K -404 -14%
FTWA
681
Fifth Third Wealth Advisors
Ohio
$389K -$5.93K -45 -2%
SFS
682
Stiles Financial Services
Minnesota
$387K -$243K -1,844 -43%
NCM
683
Northside Capital Management
Oregon
$385K +$316K +2,400 New
PA
684
Parallel Advisors
California
$385K +$4.35K +33 +1%
SCM
685
Stevens Capital Management
Pennsylvania
$384K -$571K -4,335 -64%
RSWM
686
Robertson Stephens Wealth Management
California
$383K -$138K -1,047 -31%
4WM
687
49 Wealth Management
Texas
$379K -$142K -1,078 -31%
WMA
688
West Michigan Advisors
Michigan
$378K +$311K +2,357 New
EFG
689
Elm3 Financial Group
Georgia
$377K +$309K +2,345 New
PCP
690
Proficio Capital Partners
Massachusetts
$376K +$309K +2,344 New
TAM
691
Tocqueville Asset Management
New York
$369K -$26.4K -200 -8%
PCS
692
Personal CFO Solutions
New Jersey
$369K -$304K -2,308 -50%
MA
693
Mutual Advisors
Nebraska
$369K +$310K +2,354 New
CM
694
Cercano Management
Washington
$369K – – –
ME
695
McIlrath & Eck
Washington
$368K – – –
WPC
696
Wedmont Private Capital
Pennsylvania
$367K +$19.9K +151 +7%
BPW
697
Bingham Private Wealth
California
$363K -$124K -941 -29%
SWP
698
Sagespring Wealth Partners
Tennessee
$362K -$1.71K -13 -0.6%
EI
699
Ethic Inc
New York
$361K +$3.69K +28 +1%
UCB
700
United Community Bank
South Carolina
$360K +$1.45K +11 +0.5%
26 27
28
29 30