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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
476
West Paces Advisors
Georgia
$5.2K – – –
AF
477
Allworth Financial
California
$5K -$136 -3 -3%
AC
478
Avestar Capital
New York
$5K – – –
MFBTD
479
MB Financial Bank - Trust Department
Illinois
$5K – – –
OFW
480
Omnia Family Wealth
Florida
$5K – – –
BWL
481
Bogart Wealth LLC
Virginia
$4K – – –
BCI
482
Brinker Capital Investments
Pennsylvania
$4K – – –
FMII
483
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
PGWM
484
Parisi Gray Wealth Management
New Jersey
$4K – – –
SPIA
485
Steward Partners Investment Advisory
New York
$4K – – –
TWA
486
TCI Wealth Advisors
Arizona
$4K +$226 +5 +7%
ASN
487
Advisory Services Network
Georgia
$4K +$4.02K +89 New
EFSCE
488
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
GAM
489
Gemmer Asset Management
California
$3K – – –
HT
490
Heritage Trust
Oklahoma
$3K – – –
SFSIG
491
San Francisco Sentry Investment Group
California
$3K – – –
LWCFA
492
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
TFO
493
Tarbox Family Office
California
$2K – – –
VIA
494
Vantage Investment Advisors
Pennsylvania
$2K – – –
GWS
495
Glassman Wealth Services
Virginia
$2K +$497 +11 +35%
IWP
496
Icon Wealth Partners
Texas
$2K +$1.72K +38 New
TAIM
497
TD Ameritrade Investment Management
Nebraska
$2K +$2.12K +47 New
TFA
498
Transamerica Financial Advisors
Florida
$1K -$813 -18 -64%
CAC
499
Certified Advisory Corp
Florida
$1K +$723 +16 New
FLI
500
Family Legacy Inc
South Carolina
$1K +$994 +22 New
18 19
20
21 22