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CenterPoint Energy

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
401
Delta Financial Advisors
Louisiana
$259K
SP
402
Symmetry Partners
Connecticut
$257K +$39K +1,343 +19%
WA
403
WealthTrust Axiom
Pennsylvania
$256K
BFM
404
Boothbay Fund Management
New York
$255K +$247K +8,510 New
IWC
405
Integrated Wealth Concepts
Massachusetts
$255K +$248K +8,514 New
SA
406
Syntax Advisors
New York
$253K +$4.07K +140 +2%
VCG
407
Vantage Consulting Group
Virginia
$253K +$4.07K +140 +2%
ASN
408
Advisory Services Network
Georgia
$250K +$7.47K +257 +3%
QCG
409
Quadrant Capital Group
Ohio
$250K +$69.5K +2,389 +40%
IAIM
410
International Assets Investment Management
Florida
$248K +$240K +8,261 New
SS
411
Simplicity Solutions
Minnesota
$247K +$240K +8,244 New
JIC
412
Johnson Investment Counsel
Ohio
$244K
NA
413
NewEdge Advisors
Louisiana
$242K +$122K +4,194 +20%
TF
414
TIAA FSB
Florida
$239K -$46K -1,583 -17%
SW
415
SVB Wealth
Massachusetts
$238K -$62.8K -2,159 -21%
AAS
416
Annex Advisory Services
Wisconsin
$236K +$229K +7,884 New
CI
417
Cigna Investments
Connecticut
$234K
HI
418
Horizon Investments
North Carolina
$233K +$16.1K +554 +8%
Rockefeller Capital Management
419
Rockefeller Capital Management
New York
$233K +$33.5K +1,153 +17%
SWM
420
SeaCrest Wealth Management
New York
$233K
AIP
421
Ameritas Investment Partners
Nebraska
$232K
OTL
422
Oak Thistle LLC
New York
$232K +$225K +7,749 New
MAS
423
Meeder Advisory Services
Ohio
$230K +$223K +7,677 New
AWA
424
Acorn Wealth Advisors
Michigan
$230K -$611 -21 -0.3%
BRWA
425
B. Riley Wealth Advisors
Florida
$226K +$219K +7,546 New