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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
IPWA
426
International Private Wealth Advisors
California
$375K -$18.7K -285 -5%
NW
427
NewEdge Wealth
Pennsylvania
$375K +$348K +5,307 New
WS
428
Wedbush Securities
California
$373K +$197 +3 +0.1%
DTL
429
Dynamic Technology Lab
Singapore
$371K -$28.7K -437 -8%
BAM
430
Belpointe Asset Management
Nevada
$366K +$58.6K +893 +21%
BTI
431
Blue Trust Inc
Georgia
$366K +$99.3K +1,514 +33%
SAM
432
Strategy Asset Managers
California
$362K +$59.5K +906 +21%
CCA
433
Carrera Capital Advisors
Michigan
$358K +$333K +5,074 New
BP
434
Ballentine Partners
Massachusetts
$357K +$32.5K +496 +11%
ATS
435
Ashton Thomas Securities
New York
$357K +$331K +5,051 New
EF
436
Empowered Funds
Pennsylvania
$355K +$33.9K +517 +11%
SCP
437
Silverleafe Capital Partners
Tennessee
$353K – – –
AIM
438
Aquila Investment Management
New York
$353K +$328K +5,000 New
MPM
439
MBB Public Markets
Illinois
$350K -$1.04M -15,820 -76%
LNWWM
440
Laird Norton Wetherby Wealth Management
California
$348K -$853 -13 -0.3%
PWMG
441
Pinnacle Wealth Management Group
Michigan
$339K +$4.59K +70 +1%
OPW
442
Oxler Private Wealth
New York
$337K +$1.64K +25 +0.5%
BMCM
443
Bryn Mawr Capital Management
Pennsylvania
$336K – – –
CCG
444
Chatham Capital Group
Georgia
$334K – – –
SIC
445
Samalin Investment Counsel
New York
$330K -$16.7K -254 -5%
PCM
446
Prelude Capital Management
New York
$330K -$492K -7,500 -62%
KPWS
447
Kestra Private Wealth Services
Texas
$328K -$16.3K -249 -5%
FB
448
Fulton Bank
Pennsylvania
$327K +$8.73K +133 +3%
AWCI
449
Alpine Woods Capital Investors
New York
$326K – – –
CIA
450
Capital Investment Advisors
Georgia
$322K +$1.84K +28 +0.6%
16 17
18
19 20