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CMS Energy
CMS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
KAS
701
Kemnay Advisory Services
New York
USD 9.9 k +USD 450 +6 +5%
AP
702
Aspect Partners
Virginia
USD 9.6 k – – –
Center for Financial Planning
703
Center for Financial Planning
Michigan
USD 9.37 k – – –
Compass Financial Management
704
Compass Financial Management
Florida
USD 9.32 k +USD 9.6 k +128 Nuevas
FB
705
First Bancorp
Maine
USD 9.26 k +USD 9.07 k +121 Nuevas
EFG International
706
EFG International
USD 9.18 k -USD 974 -13 -10%
JFS Wealth Advisors
707
JFS Wealth Advisors
Pennsylvania
USD 9.1 k +USD 1.12 k +15 +14%
Cornerstone Planning Group
708
Cornerstone Planning Group
New Jersey
USD 8.96 k -USD 750 -10 -8%
Geneos Wealth Management
709
Geneos Wealth Management
Colorado
USD 8.95 k – – –
Lazard Asset Management
710
Lazard Asset Management
New York
USD 8.49 k -USD 620 k -8,273 -99%
PWMG
711
Prestige Wealth Management Group
New Jersey
USD 7.8 k -USD 1.42 k -19 -16%
TAP
712
Tounjian Advisory Partners
Florida
USD 7.71 k -USD 1.16 M -15,525 -99%
Strategic Wealth Partners
713
Strategic Wealth Partners
Ohio
USD 7.65 k – – –
SMBT
714
Southern Michigan Bank & Trust
Michigan
USD 7.65 k +USD 7.5 k +100 Nuevas
S
715
Sachetta
Massachusetts
USD 7.27 k +USD 300 +4 +4%
MHR
716
Matthew Hamilton Rosenberg
USD 7.04 k – – –
RWM
717
Rialto Wealth Management
New York
USD 7.04 k +USD 2.92 k +39 +74%
LWM
718
Lodestone Wealth Management
Washington
USD 6.66 k – – –
Bogart Wealth LLC
719
Bogart Wealth LLC
Virginia
USD 6.58 k +USD 5.02 k +67 +353%
Alerus Financial
720
Alerus Financial
North Dakota
USD 6.43 k – – –
AG
721
AmeriFlex Group
Nevada
USD 6.43 k +USD 5.85 k +78 +1,300%
RF
722
Robinswood Financial
Washington
USD 6.26 k – – –
North Star Investment Management
723
North Star Investment Management
Illinois
USD 6.04 k +USD 2.77 k +37 +88%
Clal Insurance
724
Clal Insurance
Israel
USD 6 k -USD 675 -9 -10%
FG
725
Fairman Group
Pennsylvania
USD 5.97 k – – –
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