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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
401
Mark Sheptoff Financial Planning
Connecticut
$14K
AP
402
Advisors Preferred
Maryland
$13K -$3.85K -108 -23%
CBT
403
Central Bank & Trust
Kentucky
$10K -$1.57K -44 -14%
GXMC
404
Global X Management Company
New York
$10K
TCOV
405
Trust Company of Vermont
Vermont
$10K
Manulife (Manufacturers Life Insurance)
406
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.39K -$1.06M -29,617 -10%
ASN
407
Advisory Services Network
Georgia
$9K
ST
408
Smithfield Trust
Pennsylvania
$9K +$5.7K +160 +168%
ClearBridge Investments
409
ClearBridge Investments
New York
$7K -$891 -25 -12%
NCA
410
NCM Capital Advisers
North Carolina
$6K
MUS
411
Mitsubishi UFJ Securities
Japan
$5K -$5.35K -150 -50%
CHP
412
Cable Hill Partners
Oregon
$5K
JWA
413
JFS Wealth Advisors
Pennsylvania
$5K +$4.49K +126 New
AssetMark Inc
414
AssetMark Inc
California
$5K +$4.53K +127 +1,814%
CAW
415
Cornerstone Advisors (Washington)
Washington
$4K
EWM
416
Evercore Wealth Management
New York
$4K +$3.64K +102 New
ZB
417
Zions Bancorporation
Utah
$3K
SNT
418
Security National Trust
West Virginia
$3K +$2.57K +72 New
TSU
419
TD Securities (USA)
New York
$2K -$3.42K -96 -61%
FIB
420
First Interstate Bank
Montana
$2K
TFO
421
Tarbox Family Office
California
$2K
TCA
422
Tortoise Capital Advisors
Kansas
$2K
RWA
423
Ropes Wealth Advisors
Massachusetts
$2K +$1.68K +47 New
PFBT
424
Parkside Financial Bank & Trust
Missouri
$2K +$1.75K +49 New
TAM
425
TPH Asset Management
Texas
$1.96K +$118K +3,301 +6%