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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
501
Zions Bancorporation, National Association
Utah
$312K -$9.29K -124 -3%
CIA
502
Capital Investment Advisors
Georgia
$307K +$3.07K +41 +1%
GI
503
Gradient Investments
Minnesota
$307K -$150 -2 -0%
AWM
504
Aprio Wealth Management
Georgia
$302K +$34.6K +461 +13%
OP
505
Oslo Pensjonsforsikring
$300K +$77.7K +1,037 +36%
CAM
506
Cresset Asset Management
Illinois
$299K +$10.1K +135 +4%
EC
507
EntryPoint Capital
New York
$298K -$660K -8,804 -69%
MFS
508
Mattson Financial Services
Michigan
$297K – – –
CI
509
CX Institutional
Indiana
$297K -$24.4K -326 -8%
BTI
510
Blue Trust Inc
Georgia
$294K -$79.2K -1,057 -22%
CA
511
CoreCap Advisors
Michigan
$294K +$80.1K +1,069 +39%
SCM
512
Stevens Capital Management
Pennsylvania
$292K +$286K +3,815 New
TCOT
513
Trust Company of Toledo
Ohio
$291K +$19.9K +266 +8%
APW
514
Aventura Private Wealth
Florida
$288K – – –
PWM
515
Perigon Wealth Management
California
$285K +$46.8K +624 +20%
DWP
516
Daymark Wealth Partners
Ohio
$280K +$15.6K +208 +6%
KPWS
517
Kestra Private Wealth Services
Texas
$280K -$70.4K -939 -20%
HNWA
518
Henrickson Nauta Wealth Advisors
Michigan
$279K +$23.7K +316 +9%
TCA
519
Transcend Capital Advisors
New Jersey
$278K +$47.4K +632 +21%
EWM
520
Evercore Wealth Management
New York
$275K +$270K +3,600 New
PA
521
Parallel Advisors
California
$275K -$37.9K -506 -12%
MPWT
522
MassMutual Private Wealth & Trust
Connecticut
$275K -$1.72K -23 -0.6%
BJL
523
Brighton Jones LLC
Washington
$273K +$69K +921 +35%
KWM
524
Kingsview Wealth Management
Oregon
$271K +$265K +3,537 New
TE
525
Tema ETFs
New York
$270K +$21.7K +290 +9%
19 20
21
22 23