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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
426
Centersquare Investment Management
Pennsylvania
$34K -$13.1K -290 -29%
CAW
427
Cornerstone Advisors (Washington)
Washington
$34K – – –
LFG
428
LifePlan Financial Group
Ohio
$34K – – –
ACS
429
Archford Capital Strategies
Illinois
$33K – – –
AS
430
Altshuler Shaham
Israel
$30K -$3.12K -69 -10%
VCM
431
Versant Capital Management
Arizona
$28K -$1.49K -33 -5%
AIM
432
Advantage Investment Management
Iowa
$28K – – –
VCM
433
Vigilant Capital Management
Maine
$28K – – –
KA
434
Kaizen Advisory
Illinois
$28K +$14.5K +322 +120%
NIM
435
NuWave Investment Management
New Jersey
$28K +$26.8K +594 New
FC
436
Ferris Capital
Massachusetts
$25K – – –
TCOV
437
Trust Company of Vermont
Vermont
$25K +$11.8K +261 +95%
CI
438
CX Institutional
Indiana
$25K +$23.6K +523 New
IP
439
Intellectus Partners
California
$24K -$6.19K -137 -12%
MCM
440
Mainstay Capital Management
Michigan
$24K – – –
OIA
441
OneDigital Investment Advisors
Kansas
$22K +$2.44K +54 +13%
GI
442
Gradient Investments
Minnesota
$21K -$28.7K -635 -58%
JA
443
JOYN Advisors
Georgia
$21K +$19.1K +422 +3,246%
EIP
444
Epoch Investment Partners
New York
$19.8K -$1.52M -33,581 -7%
MSFP
445
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
PA
446
Parallel Advisors
California
$19K +$2.62K +58 +16%
PCP
447
Proficio Capital Partners
Massachusetts
$16K – – –
WA
448
WealthTrust-Arizona
Arizona
$16K +$15K +331 New
CTC
449
Central Trust Company
Missouri
$15K -$13.6K -300 -48%
PCG
450
Private Capital Group
Connecticut
$15K +$13.7K +304 +950%
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