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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
476
Elevated Capital Advisors
Utah
$371K -$379K -5,052 -51%
AWCI
477
Alpine Woods Capital Investors
New York
$363K – – –
PWP
478
Phillips Wealth Planners
Mississippi
$357K +$88.7K +1,183 +34%
RIL
479
Rothschild Investment LLC
Illinois
$356K +$202K +2,697 +138%
MP
480
Moment Partners
California
$350K +$26.8K +358 +8%
CIA
481
Concurrent Investment Advisors
Florida
$348K +$93.9K +1,253 +38%
OPW
482
Oxler Private Wealth
New York
$344K +$1.95K +26 +0.6%
E
483
Evansbrook
Illinois
$344K – – –
PA
484
Procyon Advisors
Connecticut
$342K -$225 -3 -0.1%
QI
485
Qtron Investments
Massachusetts
$341K +$334K +4,458 New
AF
486
Allworth Financial
California
$341K +$57.6K +768 +21%
EWA
487
EverSource Wealth Advisors
Alabama
$338K -$37.9K -505 -10%
TCOTS
488
Trust Company of the South
North Carolina
$337K – – –
MC
489
Moors & Cabot
Massachusetts
$336K +$329K +4,393 New
PWMG
490
Pinnacle Wealth Management Group
Michigan
$332K – – –
EP
491
Edgestream Partners
New Jersey
$329K +$322K +4,299 New
CCA
492
Carrera Capital Advisors
Michigan
$327K -$1.5K -20 -0.5%
SFS
493
Sowell Financial Services
Arkansas
$322K -$47K -627 -13%
RCAG
494
Rehmann Capital Advisory Group
Michigan
$317K -$45.9K -612 -13%
EI
495
Ellevest Inc
New York
$316K +$310K +4,134 New
BAAM
496
Baker Avenue Asset Management
California
$315K +$309K +4,123 New
CA
497
Clearstead Advisors
Ohio
$315K +$140K +1,866 +83%
DWM
498
Diversify Wealth Management
Utah
$313K +$69.9K +932 +28%
DAS
499
Diversify Advisory Services
Utah
$313K +$316K +4,215 New
AC
500
AlphaCore Capital
California
$313K +$306K +4,086 New
18 19
20
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