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Entergy

Name Holding Trade Value Shares
Change
Change in
Stake
E
401
Ergoteles
New York
$385K -$942K -17,896 -70%
VAS
402
Vestmark Advisory Solutions
Massachusetts
$384K +$2.42K +46 +0.6%
WCM
403
Whitener Capital Management
North Carolina
$382K -$15.8K -300 -4%
FIM
404
Freedom Investment Management
Connecticut
$376K +$15.4K +292 +4%
SWMP
405
Signature Wealth Management Partners
New Jersey
$375K +$396K +7,520 New
CFGS
406
Concourse Financial Group Securities
Alabama
$369K +$96.2K +1,828 +33%
MG
407
Mather Group
Illinois
$367K +$4.42K +84 +1%
Capstone Investment Advisors
408
Capstone Investment Advisors
New York
$364K +$384K +7,300 New
PMFA
409
Plante Moran Financial Advisors
Michigan
$362K – – –
SWP
410
Stratos Wealth Partners
Ohio
$362K +$2.1K +40 +0.6%
V
411
Veritable
Delaware
$361K +$632 +12 +0.2%
LNWWM
412
Laird Norton Wetherby Wealth Management
California
$352K -$32.4K -616 -8%
MCM
413
MAI Capital Management
Ohio
$351K +$370K +7,038 New
KeyBank National Association
414
KeyBank National Association
Ohio
$346K -$106K -2,006 -22%
IAA
415
Independent Advisor Alliance
North Carolina
$346K +$1.79K +34 +0.5%
PPWP
416
Proquility Private Wealth Partners
Nevada
$338K +$357K +6,774 New
CA
417
Calton & Associates
Florida
$336K +$10K +190 +3%
QT
418
Quantamental Technologies
New York
$335K +$354K +6,720 New
WG
419
Welch Group
Alabama
$332K – – –
HPC
420
HM Payson & Co
Maine
$331K – – –
DJSG
421
D.J. St. Germain
Massachusetts
$327K – – –
SXL
422
Summit X LLC
Missouri
$326K +$351K +6,664 New
AG
423
AlphaSimPlex Group
Massachusetts
$325K +$78K +1,482 +30%
HFG
424
Heron Financial Group
New York
$323K +$105 +2 +0%
IB
425
Intrust Bank
Kansas
$315K +$9.47K +180 +3%