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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
451
Sargent Bickham Lagudis
Colorado
$57K – – –
PB
452
Pinnacle Bancorp
Nebraska
$56K – – –
CIA
453
CSat Investment Advisory
Michigan
$56K +$2.43K +38 +4%
BCA
454
Berman Capital Advisors
Georgia
$55K +$3.58K +56 +6%
EI
455
Ellevest Inc
New York
$54K – – –
PA
456
Procyon Advisors
Connecticut
$53K -$9.79K -153 -15%
PA
457
Parallel Advisors
California
$52K +$7.36K +115 +15%
AA
458
Ancora Advisors
Ohio
$47K – – –
CFB
459
Cullen/Frost Bankers
Texas
$47K – – –
RFM
460
Royal Fund Management
Florida
$46K -$1.22K -19 -2%
ASN
461
Advisory Services Network
Georgia
$45K -$17.9K -279 -26%
Marshall Wace
462
Marshall Wace
United Kingdom
$45K +$49.3K +771 +77,100%
ZB
463
Zions Bancorporation
Utah
$44K -$44.6K -697 -48%
SIC
464
Salem Investment Counselors
North Carolina
$44K – – –
OPS
465
Orion Portfolio Solutions
Nebraska
$42K +$10.3K +161 +29%
CFFP
466
Center for Financial Planning
Michigan
$41K – – –
FRA
467
Front Row Advisors
California
$38K +$42.9K +670 New
CIM
468
Centersquare Investment Management
Pennsylvania
$36K +$39.7K +620 New
BBHC
469
Brown Brothers Harriman & Co
New York
$35K -$93.7K -1,464 -71%
CI
470
CX Institutional
Indiana
$35K -$768 -12 -2%
GI
471
Gradient Investments
Minnesota
$35K – – –
VCM
472
Vigilant Capital Management
Maine
$34K – – –
CA
473
Clearstead Advisors
Ohio
$34K +$37.3K +583 New
LS
474
Leelyn Smith
Illinois
$33K +$36.2K +565 New
GFPC
475
Global Financial Private Client
Florida
$31K – – –