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CMS Energy
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Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
426
Venture Visionary Partners
Ohio
$200K +$209K +3,351 New
QCG
427
Quadrant Capital Group
Ohio
$191K +$28.3K +453 +16%
AII
428
AGF Investments Inc
Ontario, Canada
$179K +$5.62K +90 +3%
S
429
SignatureFD
Georgia
$168K +$5.87K +94 +3%
SWM
430
Spire Wealth Management
Virginia
$154K +$1.25K +20 +0.8%
MAM
431
Meeder Asset Management
Ohio
$150K +$20.3K +326 +15%
SIM
432
Sentry Investment Management
Wisconsin
$145K -$22.2K -355 -13%
APA
433
American Portfolios Advisors
New York
$144K +$41.8K +670 +39%
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$120K +$126K +2,016 New
BAM
435
Belpointe Asset Management
Nevada
$117K -$15.5K -248 -11%
BIP
436
Blueprint Investment Partners
North Carolina
$115K +$121K +1,932 New
BCA
437
Berman Capital Advisors
Georgia
$114K +$749 +12 +0.6%
BCP
438
Blue Chip Partners
Michigan
$111K -$8.86K -142 -7%
FFC
439
First Financial Corp
Indiana
$109K – – –
TPCW
440
TD Private Client Wealth
New York
$108K +$10.4K +167 +10%
OC
441
Oakworth Capital
Alabama
$89K – – –
DMBA
442
Deseret Mutual Benefit Administrators
Utah
$87K – – –
LIM
443
Longfellow Investment Management
Massachusetts
$87K – – –
CAM
444
Costello Asset Management
Pennsylvania
$84K +$87.9K +1,408 New
WTC
445
WhitTier Trust Company
Nevada
$79K +$72.7K +1,165 +777%
NIPH
446
NN Investment Partners Holdings
Netherlands
$78K +$81.1K +1,300 New
CT
447
Caldwell Trust
Florida
$76.9K – – –
CFGS
448
Concourse Financial Group Securities
Alabama
$76K +$437 +7 +0.6%
SWA
449
Sutton Wealth Advisors
Florida
$74.2K – – –
BU
450
BBVA USA
Alabama
$70K +$2K +32 +3%
16 17
18
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