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CenterPoint Energy
CNP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAW
576
Plan A Wealth
Nebraska
$224K +$3.68K +86 +2%
VCM
577
Virtue Capital Management
Tennessee
$223K – – –
PFA
578
Pure Financial Advisors
California
$222K +$216K +5,039 New
ATC
579
Adirondack Trust Company
New York
$220K – – –
BAM
580
Belleair Asset Management
Florida
$220K – – –
CAM
581
Cidel Asset Management
Ontario, Canada
$220K – – –
IAA
582
Independent Advisor Alliance
North Carolina
$219K -$1.67K -39 -0.8%
CIC
583
Cutler Investment Counsel
Oregon
$219K – – –
FIA
584
Foundations Investment Advisors
Arizona
$218K +$212K +4,956 New
CNB
585
Camden National Bank
Maine
$218K +$212K +4,944 New
TCA
586
Transcend Capital Advisors
New Jersey
$218K +$212K +4,942 New
OWA
587
One Wealth Advisors
California
$217K – – –
MG
588
Marex Group
$215K +$210K +4,893 New
PFBT
589
Parkside Financial Bank & Trust
Missouri
$215K +$214 +5 +0.1%
WJWM
590
Williams Jones Wealth Management
New York
$215K -$300 -7 -0.1%
BW
591
BIP Wealth
Georgia
$214K +$1.2K +28 +0.6%
FCM
592
Fourpath Capital Management
Oklahoma
$214K – – –
HFS
593
Hantz Financial Services
Michigan
$212K +$13K +304 +7%
WP
594
Wealthspan Partners
Iowa
$212K – – –
JTF
595
J. Team Financial
Texas
$212K +$206K +4,807 New
KA
596
Klingman & Associates
New York
$210K +$3.13K +73 +2%
DIP
597
Davis Investment Partners
North Carolina
$210K – – –
SF
598
Symphony Financial
Texas
$207K +$198K +4,632 New
BFM
599
Boothbay Fund Management
New York
$207K -$1.29M -30,024 -86%
UB
600
UMB Bank
Missouri
$207K +$8.4K +196 +4%
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