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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
P
426
Pitcairn
Pennsylvania
$353K +$65.2K +948 +22%
SAM
427
Strategy Asset Managers
California
$348K +$7.02K +102 +2%
WS
428
Wedbush Securities
California
$346K -$5.57K -81 -2%
PCM
429
Prelude Capital Management
New York
$346K +$35.5K +516 +11%
BAM
430
Belpointe Asset Management
Nevada
$341K -$10.9K -158 -3%
CCA
431
Carrera Capital Advisors
Michigan
$338K – – –
EI
432
Ethic Inc
New York
$336K +$347K +5,048 New
HAG
433
HighPoint Advisor Group
Illinois
$335K +$21.3K +310 +7%
SCP
434
Silverleafe Capital Partners
Tennessee
$333K – – –
SGAM
435
Smith Group Asset Management
Texas
$333K +$344K +5,000 New
MP
436
Moment Partners
California
$324K +$334K +4,855 New
CCG
437
Chatham Capital Group
Georgia
$322K +$6.88K +100 +2%
LI
438
LifeWealth Investments
Florida
$322K +$332K +4,829 New
CCM
439
Coldstream Capital Management
Washington
$321K +$25.1K +365 +8%
WPC
440
Wedmont Private Capital
Pennsylvania
$321K +$340K +4,938 New
KPWS
441
Kestra Private Wealth Services
Texas
$318K +$8.81K +128 +3%
O
442
Ossiam
France
$318K -$75.7K -1,101 -19%
BMCM
443
Bryn Mawr Capital Management
Pennsylvania
$317K – – –
S
444
SignatureFD
Georgia
$317K +$15.1K +220 +5%
AWCI
445
Alpine Woods Capital Investors
New York
$317K – – –
PWMG
446
Pinnacle Wealth Management Group
Michigan
$316K -$3.44K -50 -1%
SIC
447
Samalin Investment Counsel
New York
$312K +$688 +10 +0.2%
BW
448
Bison Wealth
Georgia
$312K +$322K +4,683 New
XT
449
XTX Topco
Cayman Islands
$312K -$104K -1,512 -24%
FRA
450
Frank Rimerman Advisors
California
$311K +$38.3K +556 +14%
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