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CenterPoint Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
401
Patriot Financial Group Insurance Agency
Massachusetts
$60K +$24.7K +1,161 +78%
SCA
402
Stonebridge Capital Advisors
Minnesota
$60K +$56.8K +2,665 New
PA
403
Parallel Advisors
California
$57K -$128 -6 -0.2%
BWM
404
BerganKDV Wealth Management
Minnesota
$55K – – –
BCA
405
Berman Capital Advisors
Georgia
$55K – – –
HFM
406
Hartford Financial Management
Connecticut
$53K -$4.26K -200 -8%
RFA
407
Reilly Financial Advisors
California
$48K – – –
GWM
408
Geneos Wealth Management
Colorado
$46K – – –
AIC
409
Ameritas Investment Company
Nebraska
$44.9K +$42.3K +1,984 New
DAM
410
Delta Asset Management
Tennessee
$40K – – –
LWM
411
Liberty Wealth Management
California
$39K – – –
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
Jones Financial Companies
413
Jones Financial Companies
Missouri
$38K +$19.3K +907 +116%
GI
414
Gradient Investments
Minnesota
$36K -$4.71K -221 -12%
CWP
415
Concord Wealth Partners
Virginia
$36K -$3.01K -141 -8%
TH
416
TCTC Holdings
Texas
$36K -$213 -10 -0.6%
MLFP
417
MPS Loria Financial Planners
Illinois
$36K – – –
Rockefeller Capital Management
418
Rockefeller Capital Management
New York
$35K +$11.5K +541 +53%
HPC
419
HM Payson & Co
Maine
$34K -$9.27K -435 -22%
FCM
420
Firestone Capital Management
Florida
$34K – – –
FF
421
FourThought Financial
Florida
$33K – – –
VFA
422
Valeo Financial Advisors
Indiana
$33K +$767 +36 +3%
HCP
423
Hexagon Capital Partners
Arkansas
$32K – – –
MA
424
Montag & Associates
Georgia
$32K – – –
YAL
425
Your Advocates Ltd
Texas
$32K +$15K +704 +101%