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CenterPoint Energy
CNP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
576
Virtue Capital Management
Tennessee
$223K – – –
PFA
577
Pure Financial Advisors
California
$222K +$216K +5,039 New
ATC
578
Adirondack Trust Company
New York
$220K – – –
BAM
579
Belleair Asset Management
Florida
$220K – – –
CAM
580
Cidel Asset Management
Ontario, Canada
$220K – – –
IAA
581
Independent Advisor Alliance
North Carolina
$219K -$1.67K -39 -0.8%
CIC
582
Cutler Investment Counsel
Oregon
$219K – – –
FIA
583
Foundations Investment Advisors
Arizona
$218K +$212K +4,956 New
CNB
584
Camden National Bank
Maine
$218K +$212K +4,944 New
TCA
585
Transcend Capital Advisors
New Jersey
$218K +$212K +4,942 New
OWA
586
One Wealth Advisors
California
$217K – – –
MG
587
Marex Group
$215K +$210K +4,893 New
WJWM
588
Williams Jones Wealth Management
New York
$215K -$300 -7 -0.1%
BW
589
BIP Wealth
Georgia
$214K +$1.2K +28 +0.6%
FCM
590
Fourpath Capital Management
Oklahoma
$214K – – –
HFS
591
Hantz Financial Services
Michigan
$212K +$13K +304 +7%
WP
592
Wealthspan Partners
Iowa
$212K – – –
JTF
593
J. Team Financial
Texas
$212K +$206K +4,807 New
KA
594
Klingman & Associates
New York
$210K +$3.13K +73 +2%
DIP
595
Davis Investment Partners
North Carolina
$210K – – –
SF
596
Symphony Financial
Texas
$207K +$198K +4,632 New
BFM
597
Boothbay Fund Management
New York
$207K -$1.29M -30,024 -86%
UB
598
UMB Bank
Missouri
$207K +$8.4K +196 +4%
SPW
599
Signet Private Wealth
Illinois
$206K -$69.7K -1,628 -26%
LFG
600
Larson Financial Group
Missouri
$205K +$3.43K +80 +2%
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