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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
476
Oliver Lagore Vanvalin Investment Group
Michigan
$265K – – –
FTWA
477
Fifth Third Wealth Advisors
Ohio
$264K +$245K +3,740 New
CPWA
478
Cerro Pacific Wealth Advisors
California
$261K – – –
AI
479
Atom Investors
Texas
$260K +$242K +3,688 New
TPI
480
Trust Point Inc
Wisconsin
$259K – – –
IWC
481
Integrated Wealth Concepts
Massachusetts
$256K -$39.8K -607 -14%
OIA
482
OneDigital Investment Advisors
Kansas
$256K +$12.3K +187 +5%
PWPS
483
Pinnacle Wealth Planning Services
Ohio
$255K – – –
EFS
484
Essex Financial Services
Connecticut
$253K +$234K +3,567 New
MIM
485
Morningstar Investment Management
Illinois
$253K +$591 +9 +0.2%
ESB
486
Essex Savings Bank
Connecticut
$250K -$1.9K -29 -0.8%
VVP
487
Venture Visionary Partners
Ohio
$250K -$23.3K -355 -9%
GS
488
GTS Securities
Florida
$249K +$231K +3,526 New
WIA
489
World Investment Advisors
California
$248K +$231K +3,518 New
PCM
490
Pointe Capital Management
Michigan
$248K – – –
SAG
491
SageView Advisory Group
California
$248K -$4.66K -71 -2%
HNWA
492
Henrickson Nauta Wealth Advisors
Michigan
$248K +$2.56K +39 +1%
BRWA
493
B. Riley Wealth Advisors
Florida
$246K -$55.3K -843 -20%
AWM
494
Apollon Wealth Management
South Carolina
$244K +$1.71K +26 +0.8%
TA
495
TFB Advisors
Kansas
$244K +$3.87K +59 +2%
FSC
496
Full Sail Capital
Oklahoma
$243K – – –
JAG
497
Journey Advisory Group
Kentucky
$241K – – –
SEC
498
Seven Eight Capital
New York
$241K +$224K +3,411 New
V
499
VeraBank
Texas
$240K – – –
SSWM
500
Strait & Sound Wealth Management
California
$240K -$5.32K -81 -2%
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