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CMS Energy

CMS

Market cap $20.5B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
451	HIA 451 Harbor Investment Advisory Lutherville, Maryland	$68K	–	–	–
452	MA 452 Montag & Associates Atlanta, Georgia	$66K	–	–	–
453	GWSG 453 GPS Wealth Strategies Group Centennial, Colorado	$64K	–	–	–
454	CA 454 Clearstead Advisors Cleveland, Ohio	$61K	-$6.68K	-107	-10%
455	PA 455 Parallel Advisors San Francisco, California	$61K	+$14.7K	+236	+30%
456	SBL 456 Sargent Bickham Lagudis Boulder, Colorado	$58K	–	–	–
457	T 457 TOBAM Paris, France	$58K	–	–	–
458	PFGIA 458 Patriot Financial Group Insurance Agency Westborough, Massachusetts	$57K	+$59.2K	+949	New
459	FHA 459 First Horizon Advisors Memphis, Tennessee	$53K	+$55.5K	+889	New
460	DFCM 460 Dark Forest Capital Management San Juan, Puerto Rico	$51K	+$53.5K	+858	New
461	DWP 461 Destiny Wealth Partners Tavares, Florida	$50K	+$51.7K	+829	New
462	CFB 462 Cullen/Frost Bankers San Antonio, Texas	$48K	–	–	–
463	CI 463 CX Institutional Auburn, Indiana	$47K	-$9.17K	-147	-16%
464	OSAM 464 O'Shaughnessy Asset Management Stamford, Connecticut	$47K	-$7.18K	-115	-13%
465	BFEC 465 Benjamin F. Edwards & Company St. Louis, Missouri	$45K	–	–	–
466	SIC 466 Salem Investment Counselors Winston Salem, North Carolina	$45K	–	–	–
467	LC 467 Lindbrook Capital Calabasas, California	$45K	+$562	+9	+1%
468	CFO 468 CVA Family Office Denver, Colorado	$44K	-$27.5K	-440	-38%
469	AWA 469 Arkadios Wealth Advisors Atlanta, Georgia	$44K	–	–	–
470	KTC 470 Kistler-Tiffany Companies Berwyn, Pennsylvania	$44K	–	–	–
471	VCM 471 Vigilant Capital Management Portland, Maine	$39K	+$4.87K	+78	+13%
472	CFFP 472 Center for Financial Planning Southfied, Michigan	$38K	+$499	+8	+1%
473	SAM 473 Strategic Asset Management Rochester, Minnesota	$37K	+$37.8K	+606	New
474	WPA 474 West Paces Advisors Atlanta, Georgia	$34.6K	+$7.18K	+115	+25%
475	SSB 475 Sandy Spring Bank Olney, Maryland	$34K	–	–	–

CMS Energy CMS Market cap $20.5B

CMS Energy

CMS

Market cap $20.5B