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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
451
Mark Sheptoff Financial Planning
Connecticut
$18K +$43 +1 +0.3%
PCP
452
Proficio Capital Partners
Massachusetts
$15K +$3.73K +86 +37%
PA
453
Parallel Advisors
California
$15K +$8.49K +196 +133%
EA
454
Edge Advisors
Georgia
$13K
JFA
455
JNBA Financial Advisors
Minnesota
$13K +$13K +300 New
TCOV
456
Trust Company of Vermont
Vermont
$12K
WAM
457
Watermark Asset Management
California
$12K +$11.3K +260 New
CB
458
Community Bank
New York
$11K -$18K -415 -64%
SNT
459
Security National Trust
West Virginia
$11K +$7.93K +183 +254%
SPIA
460
Steward Partners Investment Advisory
New York
$10K +$6.63K +153 +180%
AII
461
AGF Investments Inc
Ontario, Canada
$9K
ASN
462
Advisory Services Network
Georgia
$9K +$8.66K +200 New
ClearBridge Investments
463
ClearBridge Investments
New York
$8K -$433 -10 -5%
WPA
464
West Paces Advisors
Georgia
$7.25K
AssetMark Inc
465
AssetMark Inc
California
$6K
BBHC
466
Brown Brothers Harriman & Co
New York
$6K +$5.5K +127 New
WT
467
Whittier Trust
California
$6K +$5.59K +129 New
FIB
468
First Interstate Bank
Montana
$5K
GBT
469
Grove Bank & Trust
Florida
$5K
JWA
470
JFS Wealth Advisors
Pennsylvania
$5K
OFW
471
Omnia Family Wealth
Florida
$5K
PFBT
472
Parkside Financial Bank & Trust
Missouri
$5K
MFBTD
473
MB Financial Bank - Trust Department
Illinois
$5K +$4.94K +114 New
AF
474
Allworth Financial
California
$4K
AAF
475
Andra AP-fonden
Sweden
$3.87K -$407K -9,400 -10%