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Entergy
ETR

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1051
Montag & Associates
Georgia
$181K – – –
IFWM
1052
Institute for Wealth Management
Colorado
$179K +$176K +1,562 New
PWMG
1053
Prestige Wealth Management Group
New Jersey
$176K -$99.9K -886 -37%
FDW
1054
Fourth Dimension Wealth
Ohio
$176K +$150K +1,330 +665%
RFS
1055
Richardson Financial Services
Massachusetts
$167K -$229K -2,035 -58%
CA
1056
Crewe Advisors
Utah
$167K +$2.25K +20 +1%
CH
1057
Cromwell Holdings
Wyoming
$166K +$5.86K +52 +4%
OC
1058
Oakworth Capital
Alabama
$162K – – –
LI
1059
Louisbourg Investments
New Brunswick, Canada
$161K – – –
EB
1060
Eastern Bank
Massachusetts
$157K -$53.3K -473 -26%
WSC
1061
Wellington Shields & Co
New York
$156K +$6.76K +60 +5%
CFO
1062
CVA Family Office
Colorado
$156K +$1.92K +17 +1%
CA
1063
CoreCap Advisors
Michigan
$156K +$84.7K +751 +124%
GEA
1064
Glen Eagle Advisors
New Jersey
$150K +$136K +1,206 +1,206%
AF
1065
Avanza Fonder
Sweden
$148K – – –
SR
1066
Swiss Re
Switzerland
$146K +$118K +1,049 +473%
OL
1067
OneFund LLC
Florida
$143K +$2.25K +20 +2%
CT
1068
Colonial Trust
South Carolina
$142K – – –
CSPIA
1069
Cary Street Partners Investment Advisory
Virginia
$142K +$8.79K +78 +7%
CTA
1070
Colonial Trust Advisors
South Carolina
$140K -$7.21K -64 -5%
KFG
1071
Kingdom Financial Group
Arizona
$140K +$6.88K +61 +5%
1IA
1072
1620 Investment Advisors
Massachusetts
$138K – – –
SWM
1073
SHP Wealth Management
Massachusetts
$137K +$12.5K +111 +10%
GWM
1074
Geneos Wealth Management
Colorado
$132K +$113 +1 +0.1%
AW
1075
Avion Wealth
Texas
$130K -$1.13K -10 -0.9%
41 42
43
44 45