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CenterPoint Energy

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
701
Rialto Wealth Management
New York
$882 +$371 +10 +71%
PWM
702
Parkworth Wealth Management
California
$808 +$259 +7 +47%
HIA
703
HFM Investment Advisors
New Jersey
$808 +$445 +12 +120%
WA
704
Whipplewood Advisors
Colorado
$772 +$296 +8 +62%
AWM
705
Activest Wealth Management
Florida
$735 -$148 -4 -17%
AWM
706
AllSquare Wealth Management
New York
$698
AWM
707
Atticus Wealth Management
Florida
$662 +$667 +18 New
CFS
708
CGC Financial Services
Oregon
$661
T
709
Transce3nd
Texas
$661
HFS
710
Hughes Financial Services
Virginia
$656
CIAS
711
CBIZ Investment Advisory Services
Ohio
$514 +$519 +14 New
SFCL
712
Strengthening Families & Communities LLC
Massachusetts
$444 +$445 +12 New
RJA
713
Ross\Johnson & Associates
Minnesota
$404
ACA
714
American Capital Advisory
Idaho
$368 +$259 +7 +233%
NL
715
NVWM LLC
Pennsylvania
$367
GWSG
716
GPS Wealth Strategies Group
Colorado
$331 +$334 +9 New
QWM
717
Quaker Wealth Management
New Jersey
$331 +$334 +9 New
WA
718
WPG Advisers
Maryland
$294
CTWM
719
Cherry Tree Wealth Management
Minnesota
$184
BCWM
720
Bartlett & Co Wealth Management
Ohio
$147
CIA
721
Cape Investment Advisory
Georgia
$147
TFM
722
TFC Financial Management
Massachusetts
$111
YCM
723
Yaupon Capital Management
New York
-$25.5M -704,980 Closed
CF
724
Corebridge Financial
Texas
-$5.42M -149,701 Closed
Fayez Sarofim & Co
725
Fayez Sarofim & Co
Texas
-$3.65M -100,766 Closed