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CenterPoint Energy
CNP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
626
Penserra Capital Management
California
$1K -$80.4K -2,869 -98%
CAL
627
Capital Analysts LLC
Pennsylvania
$1K – – –
CA
628
Centerpoint Advisors
Massachusetts
$1K – – –
FMP
629
Financial Management Professionals
Texas
$1K – – –
AIC
630
Archer Investment Corporation
Indiana
$997 – – –
PWA
631
Provenance Wealth Advisors
Florida
$969 – – –
TCM
632
TD Capital Management
Tennessee
$684 +$672 +24 New
CWC
633
Carolinas Wealth Consulting
North Carolina
$655 +$280 +10 +77%
TWD
634
True Wealth Design
Ohio
$627 +$252 +9 +69%
BHWM
635
Beaird Harris Wealth Management
Texas
$599 – – –
CPG
636
Cornerstone Planning Group
New Jersey
$560 +$532 +19 New
ECM
637
Everence Capital Management
Indiana
$556 – – –
AWM
638
AllSquare Wealth Management
New York
$541 – – –
CFS
639
CGC Financial Services
Oregon
$513 – – –
LF
640
LifeSteps Financial
California
$513 +$504 +18 New
SWA
641
SOA Wealth Advisors
New York
$427 – – –
VWA
642
Valued Wealth Advisors
Utah
$371 -$56 -2 -13%
MCM
643
Manchester Capital Management
Vermont
$342 +$336 +12 New
HWP
644
Highline Wealth Partners
California
$313 – – –
WA
645
WestEnd Advisors
North Carolina
$285 +$28 +1 +11%
AWM
646
Abound Wealth Management
Tennessee
$235 – – –
CTWM
647
Cherry Tree Wealth Management
Minnesota
$143 – – –
DWA
648
Delos Wealth Advisors
Texas
$143 +$140 +5 New
TFM
649
TFC Financial Management
Massachusetts
$114 +$112 +4 New
AFWM
650
Abich Financial Wealth Management
Virginia
$85 +$84 +3 New
24 25
26
27 28