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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
476
Financial Advisors Network
California
$325K +$42.8K +601 +15%
VAS
477
Vestmark Advisory Solutions
Massachusetts
$322K -$78.4K -1,101 -19%
TCOT
478
Trust Company of Toledo
Ohio
$320K +$329K +4,613 New
PWMG
479
Pinnacle Wealth Management Group
Michigan
$311K -$10.7K -150 -3%
EWA
480
EverSource Wealth Advisors
Alabama
$309K +$129K +1,813 +68%
KPWS
481
Kestra Private Wealth Services
Texas
$309K -$67K -940 -17%
OPW
482
Oxler Private Wealth
New York
$305K -$7.84K -110 -2%
TCOTS
483
Trust Company of the South
North Carolina
$305K -$1.35K -19 -0.4%
LNWWM
484
Laird Norton Wetherby Wealth Management
California
$301K +$310K +4,345 New
AA
485
Armis Advisers
Georgia
$298K +$2.49K +35 +0.8%
DC
486
Davenport & Co
Virginia
$294K -$18.9K -265 -6%
SC
487
Stephens Consulting
Michigan
$292K -$499 -7 -0.2%
SMA
488
Sage Mountain Advisors
Georgia
$292K +$60.9K +855 +25%
LS
489
Livforsakringsbolaget Skandia
Sweden
$289K – – –
SFI
490
Siemens Fonds Invest
Germany
$286K +$49.2K +691 +20%
CA
491
Continuum Advisory
Idaho
$285K +$10.3K +144 +4%
OLVIG
492
Oliver Lagore Vanvalin Investment Group
Michigan
$281K +$267K +3,745 New
JAG
493
Journey Advisory Group
Kentucky
$281K – – –
CIA
494
Capital Investment Advisors
Georgia
$278K -$13.8K -193 -5%
FRA
495
Frank Rimerman Advisors
California
$275K -$74.9K -1,051 -21%
P
496
Pitcairn
Pennsylvania
$274K -$96K -1,347 -25%
PP
497
Prudential plc
United Kingdom
$271K – – –
SAG
498
SageView Advisory Group
California
$271K +$2.21K +31 +0.8%
QCG
499
Quadrant Capital Group
Ohio
$270K -$71.7K -1,006 -21%
MP
500
McDonald Partners
Ohio
$269K +$2.35K +33 +0.9%
18 19
20
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