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CenterPoint Energy
CNP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
701
SHP Wealth Management
Massachusetts
$5.39K +$5.46K +140 New
OP
702
ORG Partners
Indiana
$5.29K +$663 +17 +14%
EP
703
Essential Partners
California
$5.26K +$1.44K +37 +37%
SS
704
SBI Securities
Japan
$5.21K +$1.21K +31 +30%
GWM
705
Greenline Wealth Management
Florida
$5.19K +$5.26K +135 New
EWP
706
Elevation Wealth Partners
California
$4.33K +$2.65K +68 +151%
FHA
707
Flagship Harbor Advisors
Massachusetts
$4.24K +$4.29K +110 New
PWMG
708
Private Wealth Management Group
New Jersey
$4.03K – – –
CFG
709
Clayton Financial Group
Missouri
$4.03K +$4.09K +105 New
AW
710
Avion Wealth
Texas
$4K -$39 -1 -0.9%
TSMHT
711
Thurston Springer Miller Herd & Titak
Indiana
$3.83K – – –
CPG
712
Cornerstone Planning Group
New Jersey
$3.62K +$546 +14 +18%
ADL
713
Asset Dedication LLC
California
$3.34K -$13K -333 -79%
JFGIW
714
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.3K -$780 -20 -19%
DIP
715
DT Investment Partners
Pennsylvania
$3.3K – – –
TWD
716
True Wealth Design
Ohio
$3.14K -$195 -5 -6%
DPW
717
DiNuzzo Private Wealth
Pennsylvania
$3.11K – – –
MA
718
MCF Advisors
Kentucky
$3.07K +$3.12K +80 New
PJC
719
Phillip James Consulting
Minnesota
$3K +$2.92K +75 New
SIC
720
SJS Investment Consulting
Ohio
$2.95K +$1.68K +43 +126%
HFS
721
Hughes Financial Services
Virginia
$2.84K +$2.22K +57 +335%
TFA
722
Transamerica Financial Advisors
Florida
$2.8K +$1.13K +29 +66%
SIS
723
Sound Income Strategies
Florida
$2.79K +$780 +20 +40%
SEP
724
Signature Equity Partners
Ohio
$2.43K +$2.46K +63 New
KG
725
Kilter Group
New York
$2.38K +$429 +11 +22%
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