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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GFP
401
Gryphon Financial Partners
Ohio
$69K
CIBC Private Wealth Group
402
CIBC Private Wealth Group
Georgia
$66K +$31.6K +720 +98%
WB
403
Webster Bank
Connecticut
$65K
SWP
404
Strategic Wealth Partners
Ohio
$65K +$63K +1,435 New
S
405
SignatureFD
Georgia
$65K +$63K +1,436 New
FANJ
406
Financial Architects (New Jersey)
New Jersey
$58K -$6.23K -142 -10%
TAM
407
Tiverton Asset Management
Delaware
$57K -$29.3K -668 -34%
SWA
408
Sutton Wealth Advisors
Florida
$55.3K
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$55K +$6.54K +149 +14%
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$53.9K -$395 -9 -0.8%
GI
411
Gradient Investments
Minnesota
$49K +$27.4K +625 +135%
CIM
412
Centersquare Investment Management
Pennsylvania
$45K +$43.9K +1,000 New
MCWS
413
McKinley Carter Wealth Services
West Virginia
$43K +$41.5K +946 New
EAM
414
Exane Asset Management
France
$42.9K +$41.6K +948 New
WDL
415
Well Done LLC
Michigan
$41K +$39.5K +900 New
CAPTRUST Financial Advisors
416
CAPTRUST Financial Advisors
North Carolina
$39K
SBL
417
Sargent Bickham Lagudis
Colorado
$39K
WAM
418
Wealthspire Advisors (Maryland)
Maryland
$39K +$614 +14 +2%
RFM
419
Royal Fund Management
Florida
$34K
ACS
420
Archford Capital Strategies
Illinois
$33K +$31K +707 New
LFG
421
LifePlan Financial Group
Ohio
$33K +$31.8K +724 New
CAW
422
Cornerstone Advisors (Washington)
Washington
$32K
AS
423
Altshuler Shaham
Israel
$31K +$13.6K +309 +80%
TG
424
TLP Group
Illinois
$31K +$26K +592 +705%
GLI
425
Guardian Life Insurance
New York
$30K -$11.4K -260 -28%