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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CA
476
Claro Advisors
Massachusetts
$24K +$24.6K +487 New
Loomis, Sayles & Company
477
Loomis, Sayles & Company
Massachusetts
$24K +$24.7K +488 New
WA
478
WealthTrust-Arizona
Arizona
$23K +$657 +13 +3%
GI
479
Gradient Investments
Minnesota
$21K -$960 -19 -4%
MSFP
480
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
SWM
481
SeaCrest Wealth Management
New York
$18K +$1.16K +23 +7%
LFA
482
Legacy Financial Advisors
Kentucky
$18K +$5.41K +107 +42%
PCP
483
Proficio Capital Partners
Massachusetts
$17K – – –
CIA
484
CSat Investment Advisory
Michigan
$16K +$1.36K +27 +9%
BCA
485
Berman Capital Advisors
Georgia
$16K +$17.2K +341 New
TSW
486
Thompson Siegel & Walmsley
Virginia
$15K -$404K -8,000 -96%
Rockefeller Capital Management
487
Rockefeller Capital Management
New York
$15K – – –
JFA
488
JNBA Financial Advisors
Minnesota
$15K +$15.2K +300 New
MOS
489
MGO One Seven
Ohio
$15K +$15.7K +311 New
OIA
490
Optimum Investment Advisors
Illinois
$14K – – –
GTAM
491
Global Trust Asset Management
Florida
$13K – – –
PFBT
492
Parkside Financial Bank & Trust
Missouri
$13K – – –
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$13K +$7.27K +144 +132%
EFSCE
494
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$1.16K -23 -9%
CB
495
Community Bank
New York
$12K – – –
EARNEST Partners
496
EARNEST Partners
Georgia
$12K – – –
AssetMark Inc
497
AssetMark Inc
California
$12K +$5.56K +110 +82%
CTC
498
Central Trust Company
Missouri
$11K -$5.36K -106 -33%
WAP
499
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
WAM
500
Watermark Asset Management
California
$11K +$101 +2 +0.9%