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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
451
Berman Capital Advisors
Georgia
$62K +$2.63K +43 +4%
SBL
452
Sargent Bickham Lagudis
Colorado
$60K – – –
PB
453
Pinnacle Bancorp
Nebraska
$59K – – –
RA
454
Rational Advisors
New York
$59K +$28.6K +467 +94%
EI
455
Ellevest Inc
New York
$57K – – –
ZB
456
Zions Bancorporation
Utah
$52K – – –
CI
457
CX Institutional
Indiana
$51K +$13.8K +226 +37%
RWA
458
Ropes Wealth Advisors
Massachusetts
$51K +$14.1K +231 +39%
HIA
459
Harbor Investment Advisory
Maryland
$51K +$50.6K +826 New
CFB
460
Cullen/Frost Bankers
Texas
$50K +$918 +15 +2%
PA
461
Parallel Advisors
California
$47K +$4.1K +67 +10%
SIC
462
Salem Investment Counselors
North Carolina
$46K – – –
PCM
463
Prelude Capital Management
New York
$44K -$237K -3,869 -84%
CFO
464
CVA Family Office
Colorado
$44K +$17.4K +285 +66%
CFFP
465
Center for Financial Planning
Michigan
$39K -$3.73K -61 -9%
LC
466
Lindbrook Capital
California
$38K -$9.8K -160 -21%
OSAM
467
O'Shaughnessy Asset Management
Connecticut
$38K +$7.22K +118 +24%
BBL
468
Beck Bode LLC
Massachusetts
$37K +$36.9K +602 New
VCM
469
Vigilant Capital Management
Maine
$36K – – –
Loomis, Sayles & Company
470
Loomis, Sayles & Company
Massachusetts
$36K +$23.1K +378 +184%
FQ
471
First Quadrant
California
$35K – – –
LS
472
Leelyn Smith
Illinois
$35K – – –
GFPC
473
Global Financial Private Client
Florida
$34.4K – – –
JWM
474
Jeppson Wealth Management
California
$34K +$33.8K +552 New
Rockefeller Capital Management
475
Rockefeller Capital Management
New York
$32K -$17.7K -289 -35%