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Powell Industries
POWL

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
351
Essential Partners
California
$2.31K +$1.99K +33 New
BBHC
352
Brown Brothers Harriman & Co
New York
$1.89K +$1.63K +27 New
BCMLT
353
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.69K – – –
IA
354
IFP Advisors
Florida
$1.68K – – –
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$1.26K – – –
WWM
356
Wolff Wiese Magana
California
$1.26K – – –
RA
357
Rise Advisors
New York
$1.26K +$1.09K +18 New
QL
358
Quarry LP
New York
$1.05K +$905 +15 New
PMAM
359
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
NC
360
NewSquare Capital
Pennsylvania
$842 – – –
AGWCA
361
Annis Gardner Whiting Capital Advisors
Florida
$842 +$724 +12 New
PFBT
362
Parkside Financial Bank & Trust
Missouri
$632 -$905 -15 -63%
BIA
363
Bell Investment Advisors
California
$421 -$724 -12 -67%
SC
364
Stephens Consulting
Michigan
$421 -$543 -9 -60%
TWD
365
True Wealth Design
Ohio
$421 -$543 -9 -60%
BFS
366
Bare Financial Services
Pennsylvania
$421 – – –
CT
367
Clearstead Trust
Maine
$421 +$362 +6 New
JWA
368
JFS Wealth Advisors
Pennsylvania
$421 +$362 +6 New
AWM
369
Abound Wealth Management
Tennessee
$211 – – –
SIC
370
SJS Investment Consulting
Ohio
$211 – – –
WCM
371
WealthTrak Capital Management
Virginia
$211 – – –
LFG
372
Larson Financial Group
Missouri
$210 +$181 +3 New
TIM
373
Tortoise Investment Management
New York
$210 +$181 +3 New
ACA
374
Apis Capital Advisors
New York
– -$6.39M -112,500 Closed
PAM
375
Panagora Asset Management
Massachusetts
– -$5.2M -91,581 Closed
13 14
15
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