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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
426
Segment Wealth Management
Texas
$569K +$106K +1,415 +24%
CAG
427
Crestwood Advisors Group
Massachusetts
$568K +$129K +1,717 +30%
PMFA
428
Plante Moran Financial Advisors
Michigan
$547K +$4.12K +55 +0.8%
FRA
429
Frank Rimerman Advisors
California
$532K +$56.9K +759 +12%
MCM
430
MAI Capital Management
Ohio
$525K +$322K +4,296 +167%
AMI
431
Amica Mutual Insurance
Rhode Island
$525K -$160K -2,141 -24%
BPA
432
Beacon Pointe Advisors
California
$522K +$312K +4,169 +157%
SC
433
Savant Capital
Illinois
$518K +$7.12K +95 +1%
PFS
434
Prospera Financial Services
Texas
$514K +$8.47K +113 +2%
CFO
435
Callan Family Office
Pennsylvania
$509K -$83K -1,107 -14%
AWA
436
Aaron Wealth Advisors
Illinois
$503K +$150K +1,996 +44%
FAN
437
Financial Advisors Network
California
$499K +$65.7K +876 +16%
BP
438
Ballentine Partners
Massachusetts
$497K -$4.72K -63 -1%
FB
439
Fulton Bank
Pennsylvania
$485K +$39.3K +524 +9%
AWA
440
Acorn Wealth Advisors
Michigan
$483K -$8.47K -113 -2%
EWM
441
Empirical Wealth Management
Washington
$483K +$258K +3,447 +120%
BBVA
442
Banco Bilbao Vizcaya Argentaria
Spain
$481K -$186K -2,482 -28%
NW
443
NewEdge Wealth
Pennsylvania
$479K -$17.2K -229 -4%
AA
444
Advisory Alpha
Michigan
$471K +$3.3K +44 +0.7%
ACIM
445
Azimuth Capital Investment Management
Michigan
$459K – – –
AWM
446
Accurate Wealth Management
Florida
$457K +$14.5K +194 +3%
VAS
447
Vestmark Advisory Solutions
Massachusetts
$453K -$32.7K -436 -7%
EAN
448
Excelsior Advisor Network
Colorado
$451K +$45.9K +612 +12%
AA
449
Armis Advisers
Georgia
$448K -$23.8K -318 -5%
CCM
450
Coldstream Capital Management
Washington
$438K -$66.8K -891 -13%
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