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CenterPoint Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
501
Landscape Capital Management
New Jersey
$336K +$327K +7,625 New
AF
502
Allworth Financial
California
$336K -$146K -3,402 -31%
DC
503
Davenport & Co
Virginia
$335K -$7.63K -178 -2%
OWA
504
Outlook Wealth Advisors
Texas
$334K +$1.76K +41 +0.5%
ITG
505
Index Technologies Group
New York
$332K +$33.8K +790 +12%
SAM
506
Sagewood Asset Management
New York
$330K +$321K +7,503 New
AssetMark Inc
507
AssetMark Inc
California
$330K +$22.8K +532 +8%
KFG
508
Kingdom Financial Group
Arizona
$328K -$20.1K -470 -6%
IAS
509
Insigneo Advisory Services
Florida
$327K +$319K +7,436 New
FWCM
510
Ferguson Wellman Capital Management
Oregon
$322K +$4.07K +95 +1%
S
511
SignatureFD
Georgia
$320K +$88.6K +2,067 +40%
CIMLRA
512
CBRE Investment Management Listed Real Assets
Pennsylvania
$319K -$5.87K -137 -2%
MCP
513
Martin Capital Partners
Oregon
$318K +$2.96K +69 +1%
GRP
514
Global Retirement Partners
California
$316K +$307K +7,164 New
BFG
515
Birch Financial Group
New Hampshire
$314K -$8.05K -188 -3%
EFG
516
Ethos Financial Group
Pennsylvania
$313K – – –
RS
517
R Squared
Hong Kong
$306K +$298K +6,954 New
SWP
518
Sagespring Wealth Partners
Tennessee
$305K +$6.08K +142 +2%
DFA
519
Delta Financial Advisors
Louisiana
$304K -$21.4K -500 -7%
PS
520
Principal Securities
Iowa
$303K +$294K +6,872 New
VF
521
Virtu Financial
New York
$302K +$294K +6,852 New
AI
522
Accredited Investors
Minnesota
$302K -$16.1K -375 -5%
AA
523
Advisory Alpha
Michigan
$300K -$1.16K -27 -0.4%
BOS
524
Bank of Stockton
California
$299K – – –
BONST
525
Bank of Nova Scotia Trust
Ontario, Canada
$299K – – –