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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
451
Belpointe Asset Management
Nevada
$382K +$4.75K +68 +1%
CG
452
Caprock Group
Idaho
$382K +$107K +1,529 +43%
CCA
453
Carrera Capital Advisors
Michigan
$381K
William Blair & Company
454
William Blair & Company
Illinois
$380K -$38.2K -547 -10%
LP
455
LMR Partners
United Kingdom
$380K +$353K +5,054 New
FRA
456
Frank Rimerman Advisors
California
$377K +$24.7K +353 +8%
SWM
457
Segment Wealth Management
Texas
$376K +$350K +5,008 New
SCP
458
Silverleafe Capital Partners
Tennessee
$376K
SGAM
459
Smith Group Asset Management
Texas
$376K
HAG
460
HighPoint Advisor Group
Illinois
$370K +$13.8K +197 +4%
QCG
461
Quadrant Capital Group
Ohio
$368K +$18.2K +260 +6%
MP
462
Moment Partners
California
$363K -$1.61K -23 -0.5%
GM
463
GeoWealth Management
Illinois
$363K +$247K +3,540 +274%
TPA
464
Trivium Point Advisory
Connecticut
$360K +$97.8K +1,401 +41%
AWCI
465
Alpine Woods Capital Investors
New York
$357K
CCG
466
Chatham Capital Group
Georgia
$355K -$6.98K -100 -2%
NW
467
NewEdge Wealth
Pennsylvania
$354K -$58K -830 -15%
CCM
468
Coldstream Capital Management
Washington
$353K -$8.38K -120 -2%
FIA
469
Foundations Investment Advisors
Arizona
$353K +$328K +4,693 New
SFS
470
Sowell Financial Services
Arkansas
$351K +$327K +4,678 New
Vontobel Holding
471
Vontobel Holding
Switzerland
$350K +$27.9K +400 +9%
PWMG
472
Pinnacle Wealth Management Group
Michigan
$349K -$6.98K -100 -2%
AWM
473
Apollon Wealth Management
South Carolina
$346K +$34.6K +496 +12%
OPW
474
Oxler Private Wealth
New York
$339K +$1.68K +24 +0.5%
DC
475
Davenport & Co
Virginia
$338K +$61.8K +885 +24%