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CenterPoint Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Allworth Financial
California
$336K -$146K -3,402 -31%
DC
502
Davenport & Co
Virginia
$335K -$7.63K -178 -2%
OWA
503
Outlook Wealth Advisors
Texas
$334K +$1.76K +41 +0.5%
ITG
504
Index Technologies Group
New York
$332K +$33.8K +790 +12%
SAM
505
Sagewood Asset Management
New York
$330K +$321K +7,503 New
AssetMark Inc
506
AssetMark Inc
California
$330K +$22.8K +532 +8%
KFG
507
Kingdom Financial Group
Arizona
$328K -$20.1K -470 -6%
IAS
508
Insigneo Advisory Services
Florida
$327K +$319K +7,436 New
FWCM
509
Ferguson Wellman Capital Management
Oregon
$322K +$4.07K +95 +1%
S
510
SignatureFD
Georgia
$320K +$88.6K +2,067 +40%
CIMLRA
511
CBRE Investment Management Listed Real Assets
Pennsylvania
$319K -$5.87K -137 -2%
MCP
512
Martin Capital Partners
Oregon
$318K +$2.96K +69 +1%
GRP
513
Global Retirement Partners
California
$316K +$307K +7,164 New
BFG
514
Birch Financial Group
New Hampshire
$314K -$8.05K -188 -3%
EFG
515
Ethos Financial Group
Pennsylvania
$313K
RS
516
R Squared
Hong Kong
$306K +$298K +6,954 New
SWP
517
Sagespring Wealth Partners
Tennessee
$305K +$6.08K +142 +2%
DFA
518
Delta Financial Advisors
Louisiana
$304K -$21.4K -500 -7%
PS
519
Principal Securities
Iowa
$303K +$294K +6,872 New
VF
520
Virtu Financial
New York
$302K +$294K +6,852 New
AI
521
Accredited Investors
Minnesota
$302K -$16.1K -375 -5%
AA
522
Advisory Alpha
Michigan
$300K -$1.16K -27 -0.4%
BOS
523
Bank of Stockton
California
$299K
BONST
524
Bank of Nova Scotia Trust
Ontario, Canada
$299K
PA
525
Parallel Advisors
California
$297K +$35K +818 +14%