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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
GLI
451
Guardian Life Insurance
New York
$40K – – –
SLF
452
Sun Life Financial
Ontario, Canada
$39K +$101 +2 +0.3%
CAW
453
Cornerstone Advisors (Washington)
Washington
$39K +$3.13K +62 +8%
RFM
454
Royal Fund Management
Florida
$38K – – –
LFG
455
LifePlan Financial Group
Ohio
$36K – – –
KA
456
Kaizen Advisory
Illinois
$36K +$7.27K +144 +24%
AP
457
Advisors Preferred
Maryland
$31K +$31.5K +623 New
SF
458
Synovus Financial
Georgia
$30K -$46.2K -914 -60%
CWM
459
Cranbrook Wealth Management
Michigan
$30K +$30.7K +608 New
VCM
460
Vigilant Capital Management
Maine
$29K -$404K -8,000 -93%
AIM
461
Advantage Investment Management
Iowa
$29K – – –
VCM
462
Versant Capital Management
Arizona
$28K – – –
TCOV
463
Trust Company of Vermont
Vermont
$28K +$1.87K +37 +7%
ACS
464
Archford Capital Strategies
Illinois
$27K – – –
CYG
465
Clean Yield Group
Vermont
$27K +$27.1K +537 New
BBHC
466
Brown Brothers Harriman & Co
New York
$27K +$27.4K +542 New
JA
467
JOYN Advisors
Georgia
$26K -$152 -3 -0.6%
FC
468
Ferris Capital
Massachusetts
$26K – – –
RWA
469
Ropes Wealth Advisors
Massachusetts
$26K – – –
CI
470
CX Institutional
Indiana
$26K +$556 +11 +2%
AS
471
Altshuler Shaham
Israel
$26K +$1.82K +36 +7%
DWM
472
Destination Wealth Management
California
$25K – – –
RFA
473
Reilly Financial Advisors
California
$25K +$25.3K +500 New
CG
474
Cutler Group
California
$24K -$75.8K -1,500 -75%
PA
475
Parallel Advisors
California
$24K +$3.84K +76 +18%
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19
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