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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
501
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
SLF
502
Sun Life Financial
Ontario, Canada
$10K -$125 -2 -1%
AWA
503
Arkadios Wealth Advisors
Georgia
$10K +$10.5K +168 New
CL
504
COWA LLC
Oklahoma
$10K +$10.8K +173 New
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
IRC
506
Investors Research Corp
Georgia
$9K – – –
TFA
507
Toth Financial Advisory
Virginia
$9K – – –
HWM
508
HighMark Wealth Management
Minnesota
$9K +$313 +5 +3%
PCG
509
Private Capital Group
Connecticut
$8K -$17.7K -283 -69%
PWMG
510
Prestige Wealth Management Group
New Jersey
$8K -$13.4K -214 -63%
AssetMark Inc
511
AssetMark Inc
California
$8K – – –
AF
512
Arrow Financial
New York
$7K – – –
NFSG
513
Newbridge Financial Services Group
Florida
$7K – – –
TAIM
514
TD Ameritrade Investment Management
Nebraska
$7K +$3.63K +58 +118%
MCM
515
Manchester Capital Management
Vermont
$7K +$7.38K +118 New
FFA
516
Freedman Financial Associates
Massachusetts
$7K +$7.63K +122 New
AF
517
Allworth Financial
California
$6K – – –
BWL
518
Bogart Wealth LLC
Virginia
$6K – – –
CTB
519
Country Trust Bank
Illinois
$6K – – –
FHA
520
First Horizon Advisors
Tennessee
$6K – – –
TFO
521
Tarbox Family Office
California
$6K – – –
ST
522
Smithfield Trust
Pennsylvania
$6K +$3.13K +50 +100%
CG
523
Cutler Group
California
$6K +$6.25K +100 New
GWM
524
Geneos Wealth Management
Colorado
$6K +$24.8K +396 +396%
GRP
525
Global Retirement Partners
California
$5K -$1.44K -23 -23%