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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Advisornet Financial
Minnesota
$24K
CB
502
CNB Bank
Pennsylvania
$24K
LWA
503
Lenox Wealth Advisors
New York
$24K
MSFP
504
Mark Sheptoff Financial Planning
Connecticut
$24K
EARNEST Partners
505
EARNEST Partners
Georgia
$20K
NFG
506
Next Financial Group
Texas
$20K +$1.37K +22 +7%
MAM
507
Marquette Asset Management
Minnesota
$19K
HPC
508
HM Payson & Co
Maine
$18K
JFA
509
JNBA Financial Advisors
Minnesota
$18K
TSW
510
Thompson Siegel & Walmsley
Virginia
$18K
ZB
511
Zions Bancorporation
Utah
$17K -$11.1K -178 -39%
TFA
512
Toth Financial Advisory
Virginia
$17K +$18.2K +293 New
AA
513
Addison Advisors
Vermont
$14K +$14.9K +240 New
TCM
514
Tradewinds Capital Management
Washington
$14K +$15.1K +242 New
Nisa Investment Advisors
515
Nisa Investment Advisors
Missouri
$13.3K -$4.62M -74,300 -25%
VCM
516
Versant Capital Management
Arizona
$13K -$5.35K -86 -28%
EFSCE
517
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
CWA
518
Carolina Wealth Advisors
South Carolina
$11K -$17.4K -279 -61%
GWMIA
519
Global Wealth Management Investment Advisory
Florida
$10K
FI
520
FormulaFolio Investments
Michigan
$10K +$2.36K +38 +28%
IRC
521
Investors Research Corp
Georgia
$9K
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$9K +$187 +3 +2%
WTC
523
WhitTier Trust Company
Nevada
$9K +$9.33K +150 New
CP
524
Castleview Partners
Texas
$9K +$9.95K +160 New
AssetMark Inc
525
AssetMark Inc
California
$8K -$249 -4 -3%