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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
451
Wealthcare Advisory Partners
Pennsylvania
$10K +$10.7K +226 New
ClearBridge Investments
452
ClearBridge Investments
New York
$7K
AFNAS
453
American Financial Network Advisory Services
California
$7K +$7.08K +150 New
WPA
454
West Paces Advisors
Georgia
$6.21K -$1.32K -28 -17%
GRP
455
Global Retirement Partners
California
$6K -$1.42K -30 -19%
JWA
456
JFS Wealth Advisors
Pennsylvania
$6K
WT
457
Whittier Trust
California
$6K
AF
458
Allworth Financial
California
$5K
FIB
459
First Interstate Bank
Montana
$5K
MFBTD
460
MB Financial Bank - Trust Department
Illinois
$5K
OFW
461
Omnia Family Wealth
Florida
$5K
TFO
462
Tarbox Family Office
California
$4K +$2.41K +51 +119%
BL
463
Balentine LLC
Georgia
$3K
GAM
464
Gemmer Asset Management
California
$3K
SFSIG
465
San Francisco Sentry Investment Group
California
$3K
SPIA
466
Steward Partners Investment Advisory
New York
$3K
TWA
467
TCI Wealth Advisors
Arizona
$3K
TCA
468
Tortoise Capital Advisors
Kansas
$2K
VIA
469
Vantage Investment Advisors
Pennsylvania
$2K
LWCFA
470
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$1.75K +37 New
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$2K +$1.89K +40 New
Walleye Trading
472
Walleye Trading
New York
$1.22K +$1.24M +26,338 New
GWS
473
Glassman Wealth Services
Virginia
$1K
GEA
474
Glen Eagle Advisors
New Jersey
$741
BC
475
Brookfield Corp
Ontario, Canada
-$41.4M -894,959 Closed