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Entergy
ETR

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
801
Evolve Private Wealth
California
$430K -$124K -1,099 -23%
AIM
802
Advyzon Investment Management
Illinois
$430K +$422K +3,744 New
AWA
803
Aaron Wealth Advisors
Illinois
$427K +$6.76K +60 +2%
LEA
804
Legacy Edge Advisors
New York
$426K – – –
DJSG
805
D.J. St. Germain
Massachusetts
$422K -$101K -900 -20%
CP
806
Clarendon Private
Massachusetts
$422K +$54.8K +486 +15%
EW
807
Element Wealth
Mississippi
$422K -$19.5K -173 -5%
FFS
808
Founders Financial Securities
Maryland
$421K -$48.1K -427 -10%
CFA
809
Collaborative Fund Advisors
Nevada
$419K +$76.5K +679 +23%
MFIM
810
Mesirow Financial Investment Management
Illinois
$415K -$6.2K -55 -2%
MB
811
MidFirst Bank
Oklahoma
$414K – – –
MIC
812
Meridian Investment Counsel
California
$413K – – –
OWM
813
OneAscent Wealth Management
Alabama
$411K -$6.43K -57 -2%
ECM
814
Evergreen Capital Management
Washington
$409K -$2.14K -19 -0.5%
MYAM
815
Meiji Yasuda Asset Management
Japan
$409K +$8.91K +79 +2%
SAM
816
Summit Asset Management
Tennessee
$403K +$1.13K +10 +0.3%
DIA
817
Dana Investment Advisors
Wisconsin
$402K +$102K +908 +35%
VFA
818
Values First Advisors
Tennessee
$402K +$4.28K +38 +1%
FCM
819
Fieldview Capital Management
Michigan
$401K +$103K +913 +35%
CP
820
Castleview Partners
Texas
$401K +$70.2K +623 +22%
PCM
821
Prelude Capital Management
New York
$396K +$389K +3,447 New
TBT
822
Texas Bank & Trust
Texas
$396K – – –
EFS
823
Essex Financial Services
Connecticut
$395K +$92.7K +822 +31%
APWM
824
Argonautica Private Wealth Management
Massachusetts
$395K +$388K +3,440 New
SWM
825
Sandro Wealth Management
New Jersey
$394K +$2.14K +19 +0.6%
31 32
33
34 35