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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HI
451
Hudock Inc
Pennsylvania
$21K +$173 +4 +0.8%
GI
452
Gradient Investments
Minnesota
$19K – – –
WAM
453
Wealthspire Advisors (Maryland)
Maryland
$19K +$10.8K +249 +138%
MSFP
454
Mark Sheptoff Financial Planning
Connecticut
$18K +$43 +1 +0.3%
PCP
455
Proficio Capital Partners
Massachusetts
$15K +$3.73K +86 +37%
PA
456
Parallel Advisors
California
$15K +$8.49K +196 +133%
EA
457
Edge Advisors
Georgia
$13K – – –
JFA
458
JNBA Financial Advisors
Minnesota
$13K +$13K +300 New
TCOV
459
Trust Company of Vermont
Vermont
$12K – – –
WAM
460
Watermark Asset Management
California
$12K +$11.3K +260 New
CB
461
Community Bank
New York
$11K -$18K -415 -64%
SNT
462
Security National Trust
West Virginia
$11K +$7.93K +183 +254%
SPIA
463
Steward Partners Investment Advisory
New York
$10K +$6.63K +153 +180%
AII
464
AGF Investments Inc
Ontario, Canada
$9K – – –
ASN
465
Advisory Services Network
Georgia
$9K +$8.66K +200 New
ClearBridge Investments
466
ClearBridge Investments
New York
$8K -$433 -10 -5%
WPA
467
West Paces Advisors
Georgia
$7.25K – – –
AssetMark Inc
468
AssetMark Inc
California
$6K – – –
BBHC
469
Brown Brothers Harriman & Co
New York
$6K +$5.5K +127 New
WT
470
Whittier Trust
California
$6K +$5.59K +129 New
FIB
471
First Interstate Bank
Montana
$5K – – –
GBT
472
Grove Bank & Trust
Florida
$5K – – –
JWA
473
JFS Wealth Advisors
Pennsylvania
$5K – – –
OFW
474
Omnia Family Wealth
Florida
$5K – – –
PFBT
475
Parkside Financial Bank & Trust
Missouri
$5K – – –