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NRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1001
Clearstead Trust
Maine
$4.24K – – –
EWP
1002
Elevation Wealth Partners
California
$4.24K – – –
IWM
1003
IMG Wealth Management
Florida
$4.24K +$3.93K +25 +625%
CIAS
1004
CBIZ Investment Advisory Services
Ohio
$4.09K – – –
VNA
1005
Valley National Advisers
Pennsylvania
$4K +$2.36K +15 +100%
GFA
1006
Godfrey Financial Associates
New York
$3.65K – – –
PAI
1007
Pittenger & Anderson Inc
Nebraska
$3.65K – – –
WIM
1008
Westside Investment Management
California
$3.51K – – –
RS
1009
Rakuten Securities
Japan
$3.51K +$2.36K +15 +167%
AFG
1010
Albion Financial Group
Utah
$3.36K +$944 +6 +35%
FF
1011
Friedenthal Financial
New Jersey
$3.35K -$982K -6,243 -100%
TM
1012
Torren Management
California
$3.29K -$3.93K -25 -53%
DF
1013
Dunhill Financial
United Kingdom
$3.28K +$1.1K +7 +47%
PWA
1014
Physician Wealth Advisors
Utah
$3.22K +$315 +2 +10%
WETS
1015
Wealth Enhancement Trust Services
South Dakota
$3.21K – – –
FDCP
1016
Foster Dykema Cabot & Partners
Massachusetts
$3.07K – – –
AWM
1017
Activest Wealth Management
Florida
$3.07K +$3.3K +21 New
HNW
1018
High Note Wealth
Minnesota
$2.92K +$2.05K +13 +186%
PC
1019
Pier Capital
Connecticut
$2.78K +$2.99K +19 New
WPA
1020
Wealth Preservation Advisors
Tennessee
$2.63K +$1.57K +10 +125%
IA
1021
IFG Advisory
Georgia
$2.63K +$2.83K +18 New
BWL
1022
Bogart Wealth LLC
Virginia
$2.52K +$1.73K +11 +183%
MWA
1023
Medallion Wealth Advisors
Connecticut
$2.48K – – –
NSIM
1024
North Star Investment Management
Illinois
$2.48K +$2.2K +14 +467%
GCM
1025
Gables Capital Management
Florida
$2.34K – – –
39 40
41
42 43