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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
451
Carrera Capital Advisors
Michigan
$381K – – –
William Blair & Company
452
William Blair & Company
Illinois
$380K -$38.2K -547 -10%
LP
453
LMR Partners
United Kingdom
$380K +$353K +5,054 New
FRA
454
Frank Rimerman Advisors
California
$377K +$24.7K +353 +8%
SWM
455
Segment Wealth Management
Texas
$376K +$350K +5,008 New
SCP
456
Silverleafe Capital Partners
Tennessee
$376K – – –
SGAM
457
Smith Group Asset Management
Texas
$376K – – –
HAG
458
HighPoint Advisor Group
Illinois
$370K +$13.8K +197 +4%
QCG
459
Quadrant Capital Group
Ohio
$368K +$18.2K +260 +6%
MP
460
Moment Partners
California
$363K -$1.61K -23 -0.5%
GM
461
GeoWealth Management
Illinois
$363K +$247K +3,540 +274%
TPA
462
Trivium Point Advisory
Connecticut
$360K +$97.8K +1,401 +41%
AWCI
463
Alpine Woods Capital Investors
New York
$357K – – –
CCG
464
Chatham Capital Group
Georgia
$355K -$6.98K -100 -2%
NW
465
NewEdge Wealth
Pennsylvania
$354K -$58K -830 -15%
CCM
466
Coldstream Capital Management
Washington
$353K -$8.38K -120 -2%
FIA
467
Foundations Investment Advisors
Arizona
$353K +$328K +4,693 New
SFS
468
Sowell Financial Services
Arkansas
$351K +$327K +4,678 New
Vontobel Holding
469
Vontobel Holding
Switzerland
$350K +$27.9K +400 +9%
PWMG
470
Pinnacle Wealth Management Group
Michigan
$349K -$6.98K -100 -2%
AWM
471
Apollon Wealth Management
South Carolina
$346K +$34.6K +496 +12%
OPW
472
Oxler Private Wealth
New York
$339K +$1.68K +24 +0.5%
DC
473
Davenport & Co
Virginia
$338K +$61.8K +885 +24%
PCA
474
Pallas Capital Advisors
Massachusetts
$338K +$2.58K +37 +0.8%
MPM
475
MBB Public Markets
Illinois
$336K +$312K +4,467 New