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CenterPoint Energy
CNP

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
601
City State Bank
Iowa
$28.8K – – –
SWIM
602
Smallwood Wealth Investment Management
New Jersey
$28.8K – – –
RIL
603
Rothschild Investment LLC
Illinois
$28.1K +$17.8K +457 +165%
NEWAS
604
N.E.W. Advisory Services
Wisconsin
$27.3K +$195 +5 +0.7%
CIAM
605
Caitong International Asset Management
Hong Kong
$27.2K +$9.16K +235 +50%
TC
606
Truvestments Capital
Florida
$27.1K – – –
RFP
607
Root Financial Partners
California
$27K +$2.3K +59 +9%
HIIFS
608
Harel Insurance Investments & Financial Services
Israel
$27K +$1.32K +34 +5%
CG
609
Curat Global
New Hampshire
$26.1K – – –
BTD
610
BankPlus Trust Department
Mississippi
$26K -$22.9K -587 -46%
BWA
611
Basecamp Wealth Advisors
Washington
$25.7K +$26.2K +671 New
MAM
612
Marquette Asset Management
Minnesota
$25.7K -$1.79K -46 -6%
MA
613
Montag & Associates
Georgia
$25.5K +$1.01K +26 +4%
QC
614
Quent Capital
New York
$25.3K +$6.59K +169 +34%
BF
615
BOK Financial
Oklahoma
$25.2K -$6.04K -155 -19%
NRG
616
Nemes Rush Group
Michigan
$25K -$3.86K -99 -13%
EC
617
Elequin Capital
New York
$24.9K +$25.3K +650 New
PMFA
618
Plante Moran Financial Advisors
Michigan
$24.9K – – –
MCM
619
Manchester Capital Management
Vermont
$24.7K -$351 -9 -1%
NAAA
620
New Age Alpha Advisors
New York
$24.5K +$24.9K +640 New
MHR
621
Matthew Hamilton Rosenberg
$24.2K – – –
ZBNA
622
Zions Bancorporation, National Association
Utah
$23.4K +$390 +10 +2%
C
623
Covestor
United Kingdom
$23K -$273 -7 -1%
HFM
624
Harvest Fund Management
China
$23K – – –
FHC
625
First Horizon Corporation
Tennessee
$22.9K -$6.47K -166 -22%
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25
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