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Powell Industries

Name Holding Trade Value Shares
Change
Change in
Stake
Coldstream Capital Management
401
Coldstream Capital Management
Washington
$346K -$222K -818 -40%
Caxton Associates (UK)
402
Caxton Associates (UK)
$340K +$322K +1,188 New
Principal Securities
403
Principal Securities
Iowa
$338K +$320K +1,180 New
LaSalle St. Investment Advisors
404
LaSalle St. Investment Advisors
Illinois
$336K +$319K +1,174 New
S
405
Storgate
Texas
$331K +$314K +1,157 New
Glenmede Trust
406
Glenmede Trust
Pennsylvania
$331K +$4.88K +18 +2%
HB Wealth Management
407
HB Wealth Management
Georgia
$329K -$11.7K -43 -4%
Waverly Advisors
408
Waverly Advisors
Alabama
$328K -$543 -2 -0.2%
Verdence Capital Advisors
409
Verdence Capital Advisors
Maryland
$323K -$2.98K -11 -1%
CIBC Asset Management
410
CIBC Asset Management
Ontario, Canada
$322K -$29.8K -110 -9%
SMG
411
Smart Money Group
Texas
$321K +$304K +1,119 New
Linscomb Wealth
412
Linscomb Wealth
Texas
$320K – – –
Centiva Capital
413
Centiva Capital
New York
$320K +$303K +1,116 New
Stephens Inc
414
Stephens Inc
Arkansas
$304K -$125K -461 -30%
Focused Wealth Management
415
Focused Wealth Management
New York
$303K +$288K +1,060 New
IA
416
Integrity Alliance
Iowa
$301K +$285K +1,052 New
SBI Securities
417
SBI Securities
Japan
$301K +$29.6K +109 +12%
VC
418
VarCov Co
Connecticut
$301K +$285K +1,051 New
Caprock Group
419
Caprock Group
Idaho
$299K -$64K -236 -18%
M&T Bank
420
M&T Bank
New York
$294K +$279K +1,027 New
Pallas Capital Advisors
421
Pallas Capital Advisors
Massachusetts
$294K +$278K +1,025 New
BlueSky Wealth Advisors
422
BlueSky Wealth Advisors
North Carolina
$292K +$277K +1,020 New
Apollon Wealth Management
423
Apollon Wealth Management
South Carolina
$291K +$276K +1,016 New
Profund Advisors
424
Profund Advisors
Maryland
$290K -$54.5K -201 -17%
Tanager Wealth Management
425
Tanager Wealth Management
United Kingdom
$290K +$274K +1,011 New