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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
476
CSat Investment Advisory
Michigan
$57K +$11.3K +182 +25%
GLI
477
Guardian Life Insurance
New York
$52K +$561 +9 +1%
RFM
478
Royal Fund Management
Florida
$51K -$561 -9 -1%
TSW
479
Thompson Siegel & Walmsley
Virginia
$50K +$30.5K +489 +163%
AA
480
Ancora Advisors
Ohio
$50K +$49.8K +799 New
CFB
481
Cullen/Frost Bankers
Texas
$50K +$49.9K +800 New
PA
482
Parallel Advisors
California
$49K +$1.37K +22 +3%
SIC
483
Salem Investment Counselors
North Carolina
$47K +$47.1K +755 New
LFG
484
LifePlan Financial Group
Ohio
$45K – – –
CFFP
485
Center for Financial Planning
Michigan
$44K +$43.5K +697 New
JFGIW
486
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K -$5.61K -90 -12%
TA
487
TFG Advisers
Michigan
$39K +$39.5K +634 New
CI
488
CX Institutional
Indiana
$38K – – –
SF
489
Synovus Financial
Georgia
$38K +$623 +10 +2%
GI
490
Gradient Investments
Minnesota
$38K +$10.2K +164 +38%
VCM
491
Vigilant Capital Management
Maine
$37K – – –
MAM
492
Meeder Asset Management
Ohio
$36K +$1.81K +29 +5%
GFPC
493
Global Financial Private Client
Florida
$35K +$34.7K +557 New
AF
494
Advisornet Financial
Minnesota
$35K -$41.8K -670 -55%
OPS
495
Orion Portfolio Solutions
Nebraska
$35K +$34.7K +557 New
WPA
496
West Paces Advisors
Georgia
$34.7K +$27.6K +442 +402%
RWA
497
Ropes Wealth Advisors
Massachusetts
$33K – – –
CWM
498
Cranbrook Wealth Management
Michigan
$31K -$6.73K -108 -18%
RFA
499
Reilly Financial Advisors
California
$31K – – –
Rockefeller Capital Management
500
Rockefeller Capital Management
New York
$29K +$13.5K +217 +87%