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Powell Industries

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
276
Polymer Capital Management
New York
$684K +$620K +3,795 New
TF
277
Trek Financial
Arizona
$679K +$615K +3,765 New
Corient Private Wealth
278
Corient Private Wealth
Florida
$647K +$232K +1,422 +66%
AAM
279
Advisors Asset Management
Colorado
$643K -$5.39K -33 -0.9%
JSW
280
Journey Strategic Wealth
New Jersey
$642K +$16.7K +102 +3%
EWM
281
Empirical Wealth Management
Washington
$637K -$438K -2,679 -43%
Teacher Retirement System of Texas
282
Teacher Retirement System of Texas
Texas
$627K +$568K +3,477 New
KWM
283
Kassira Wealth Management
Tennessee
$625K -$1.17M -7,149 -67%
TA
284
Tectonic Advisors
Texas
$620K -$357K -2,187 -18%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$619K -$36.8K -225 -6%
UWS
286
Unique Wealth Strategies
Illinois
$617K +$559K +3,420 New
EWA
287
EP Wealth Advisors
California
$586K +$531K +3,249 New
ECM
288
Evergreen Capital Management
Washington
$582K +$1.96K +12 +0.4%
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$578K -$48K -294 -8%
XT
290
XTX Topco
Cayman Islands
$574K -$596K -3,648 -53%
Vanguard Personalized Indexing Management
291
Vanguard Personalized Indexing Management
California
$565K +$84.3K +516 +20%
Public Employees Retirement Association of Colorado
292
Public Employees Retirement Association of Colorado
Colorado
$561K
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$546K +$16.7K +102 +3%
SPC
294
Sigma Planning Corp
Michigan
$536K -$1.39M -8,490 -74%
HP
295
Havemeyer Place
Connecticut
$534K -$261K -1,599 -35%
Amundi
296
Amundi
France
$531K +$329K +2,013 +32%
RFC
297
Regions Financial Corp
Alabama
$530K -$222K -1,356 -32%
Balyasny Asset Management
298
Balyasny Asset Management
Illinois
$523K +$69.6K +426 +17%
BCA
299
Bay Colony Advisors
Massachusetts
$514K
SHFP
300
Second Half Financial Partners
Florida
$513K