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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WP
501
WealthShield Partners
North Carolina
$18K +$16.8K +293 New
EP
502
Eudaimonia Partners
Tennessee
$18K +$17.2K +300 New
BFEC
503
Benjamin F. Edwards & Company
Missouri
$16K – – –
WAP
504
Wealthcare Advisory Partners
Pennsylvania
$16K +$15K +261 New
EFSCE
505
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$1.32K +23 +12%
GWMIA
506
Global Wealth Management Investment Advisory
Florida
$11K – – –
AWA
507
Arkadios Wealth Advisors
Georgia
$10K – – –
CL
508
COWA LLC
Oklahoma
$10K – – –
SLF
509
Sun Life Financial
Ontario, Canada
$10K +$57 +1 +0.6%
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
IRC
511
Investors Research Corp
Georgia
$9K – – –
FI
512
FormulaFolio Investments
Michigan
$9K +$7.93K +138 New
BBHC
513
Brown Brothers Harriman & Co
New York
$9K +$8.45K +147 New
HWM
514
HighMark Wealth Management
Minnesota
$8K -$1.61K -28 -18%
AssetMark Inc
515
AssetMark Inc
California
$8K +$230 +4 +3%
PWMG
516
Prestige Wealth Management Group
New Jersey
$8K +$402 +7 +6%
Lazard Asset Management
517
Lazard Asset Management
New York
$7K -$5.38M -93,659 -100%
LS
518
Leelyn Smith
Illinois
$7K -$25.6K -445 -79%
EIP
519
Ellis Investment Partners
Pennsylvania
$7K -$6.9K -120 -50%
AF
520
Arrow Financial
New York
$7K – – –
FFA
521
Freedman Financial Associates
Massachusetts
$7K – – –
NFSG
522
Newbridge Financial Services Group
Florida
$7K – – –
TAIM
523
TD Ameritrade Investment Management
Nebraska
$7K – – –
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$7K +$6.15K +107 New
AF
525
Allworth Financial
California
$6K – – –