We are live on ! Find out more
CMS icon

CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
501
Global Wealth Management Investment Advisory
Florida
$10K – – –
FHA
502
Flagship Harbor Advisors
Massachusetts
$10K +$56 +1 +0.6%
KPCM
503
Kings Point Capital Management
New York
$10K +$9.88K +176 New
SWP
504
Strategic Wealth Partners
Ohio
$9K -$71.3K -1,270 -89%
BCI
505
Brinker Capital Investments
Pennsylvania
$9K – – –
GSWM
506
Golden State Wealth Management
California
$8K – – –
TFA
507
Toth Financial Advisory
Virginia
$8K +$56 +1 +0.7%
AF
508
Arrow Financial
New York
$7K – – –
LWCFA
509
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K – – –
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$7K +$1.07K +19 +17%
BL
511
Balentine LLC
Georgia
$7K +$6.9K +123 New
WPA
512
West Paces Advisors
Georgia
$6.37K – – –
GRP
513
Global Retirement Partners
California
$6K -$505 -9 -9%
AF
514
Allworth Financial
California
$6K – – –
AC
515
Avestar Capital
New York
$6K – – –
TFO
516
Tarbox Family Office
California
$6K +$2.92K +52 +121%
TF
517
TimeScale Financial
Massachusetts
$6K +$5.56K +99 New
SCA
518
Stonebridge Capital Advisors
Minnesota
$6K +$5.78K +103 New
SIM
519
Sonora Investment Management
Arizona
$6K +$6.12K +109 New
BWL
520
Bogart Wealth LLC
Virginia
$5K – – –
TWA
521
TCI Wealth Advisors
Arizona
$5K – – –
NIM
522
NuWave Investment Management
New Jersey
$4K -$51.9K -925 -93%
RA
523
Rational Advisors
New York
$4K -$18.2K -324 -82%
ClearBridge Investments
524
ClearBridge Investments
New York
$4K -$1.96K -35 -33%
GAM
525
Gemmer Asset Management
California
$4K – – –