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NRG Energy
NRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
976
Abound Wealth Management
Tennessee
$1.75K -$6.19K -43 -78%
BFP
977
Birchwood Financial Partners
Minnesota
$1.75K – – –
JFA
978
JNBA Financial Advisors
Minnesota
$1.75K – – –
PS
979
Planning Strategies
Pennsylvania
$1.75K +$1.73K +12 New
SFCL
980
Strengthening Families & Communities LLC
Massachusetts
$1.62K +$432 +3 +38%
ASCM
981
Adkins Seale Capital Management
Louisiana
$1.61K – – –
BWL
982
Bogart Wealth LLC
Virginia
$1.46K -$1.01K -7 -41%
LB
983
Legacy Bridge
Iowa
$1.46K – – –
WA
984
WestEnd Advisors
North Carolina
$1.46K +$144 +1 +11%
VWA
985
Valued Wealth Advisors
Utah
$1.31K – – –
CFM
986
Cornerstone Financial Management
Massachusetts
$1.31K +$576 +4 +80%
BFPW
987
BOK Financial Private Wealth
Colorado
$1.17K +$1.15K +8 New
CT
988
Colonial Trust
South Carolina
$1.02K – – –
SFS
989
Sunrise Financial Services
Washington
$1.02K – – –
DCM
990
Davis Capital Management
Florida
$1.02K +$1.01K +7 New
NWM
991
Navigoe Wealth Management
California
$1K +$1.01K +7 New
DFA
992
DHJJ Financial Advisors
Illinois
$877 – – –
SA
993
Seneschal Advisors
Washington
$877 – – –
PMFA
994
Plante Moran Financial Advisors
Michigan
$876 -$7.92K -55 -90%
ACA
995
American Capital Advisory
Idaho
$731 -$144 -1 -17%
HNW
996
High Note Wealth
Minnesota
$730 -$2.16K -15 -75%
HPBT
997
Hickory Point Bank & Trust
Illinois
$730 – – –
STB
998
S&T Bank
Pennsylvania
$730 +$720 +5 New
SC
999
Swan Capital
Florida
$730 +$720 +5 New
HHGA
1000
Halbert Hargrove Global Advisors
California
$667 +$720 +5 New
38 39
40
41 42