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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
476
Stephens Consulting
Michigan
$224K +$363 +6 +0.2%
OLVIG
477
Oliver Lagore Vanvalin Investment Group
Michigan
$223K – – –
DC
478
Diametric Capital
Massachusetts
$219K +$223K +3,686 New
CG
479
Caprock Group
Idaho
$218K +$222K +3,669 New
TPI
480
Trust Point Inc
Wisconsin
$218K -$2.97K -49 -1%
FSG
481
Financial Strategies Group
Michigan
$217K +$1.45K +24 +0.7%
MIM
482
Morningstar Investment Management
Illinois
$215K – – –
PWPS
483
Pinnacle Wealth Planning Services
Ohio
$215K – – –
SAG
484
SageView Advisory Group
California
$213K +$14.2K +234 +7%
STA
485
Summit Trail Advisors
New York
$213K +$216K +3,575 New
ESB
486
Essex Savings Bank
Connecticut
$212K -$182 -3 -0.1%
SP
487
Symmetry Partners
Connecticut
$212K – – –
MIS
488
Morningstar Investment Services
Illinois
$211K +$213K +3,522 New
PCM
489
Pointe Capital Management
Michigan
$209K – – –
SSWM
490
Strait & Sound Wealth Management
California
$207K – – –
HNWA
491
Henrickson Nauta Wealth Advisors
Michigan
$206K +$210K +3,467 New
AO
492
Advisor OS
Illinois
$206K +$209K +3,460 New
FSC
493
Full Sail Capital
Oklahoma
$205K – – –
OIA
494
OneDigital Investment Advisors
Kansas
$205K +$208K +3,438 New
AWM
495
Apollon Wealth Management
South Carolina
$204K +$61 +1 +0%
DIA
496
Dana Investment Advisors
Wisconsin
$203K -$7.63K -126 -4%
V
497
VeraBank
Texas
$202K – – –
TA
498
TFB Advisors
Kansas
$202K +$205K +3,390 New
MG
499
Mather Group
Illinois
$199K -$36.4K -601 -15%
QL
500
Quarry LP
New York
$198K +$109K +1,800 +118%
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