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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
OC
401
Oakworth Capital
Alabama
$71K -$1.27K -29 -2%
Acadian Asset Management
402
Acadian Asset Management
Massachusetts
$70K – – –
GFP
403
Gryphon Financial Partners
Ohio
$69K – – –
CIBC Private Wealth Group
404
CIBC Private Wealth Group
Georgia
$66K +$31.6K +720 +98%
WB
405
Webster Bank
Connecticut
$65K – – –
SWP
406
Strategic Wealth Partners
Ohio
$65K +$63K +1,435 New
S
407
SignatureFD
Georgia
$65K +$63K +1,436 New
FANJ
408
Financial Architects (New Jersey)
New Jersey
$58K -$6.23K -142 -10%
TAM
409
Tiverton Asset Management
Delaware
$57K -$29.3K -668 -34%
SWA
410
Sutton Wealth Advisors
Florida
$55.3K – – –
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$55K +$6.54K +149 +14%
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$53.9K -$395 -9 -0.8%
GI
413
Gradient Investments
Minnesota
$49K +$27.4K +625 +135%
CIM
414
Centersquare Investment Management
Pennsylvania
$45K +$43.9K +1,000 New
MCWS
415
McKinley Carter Wealth Services
West Virginia
$43K +$41.5K +946 New
EAM
416
Exane Asset Management
France
$42.9K +$41.6K +948 New
WDL
417
Well Done LLC
Michigan
$41K +$39.5K +900 New
CAPTRUST Financial Advisors
418
CAPTRUST Financial Advisors
North Carolina
$39K – – –
SBL
419
Sargent Bickham Lagudis
Colorado
$39K – – –
WAM
420
Wealthspire Advisors (Maryland)
Maryland
$39K +$614 +14 +2%
RFM
421
Royal Fund Management
Florida
$34K – – –
ACS
422
Archford Capital Strategies
Illinois
$33K +$31K +707 New
LFG
423
LifePlan Financial Group
Ohio
$33K +$31.8K +724 New
CAW
424
Cornerstone Advisors (Washington)
Washington
$32K – – –
AS
425
Altshuler Shaham
Israel
$31K +$13.6K +309 +80%