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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
501
Caldwell Trust
Florida
$63.3K -$13.5K -200 -16%
EWA
502
EverSource Wealth Advisors
Alabama
$60K -$13.3K -198 -16%
IFAM
503
Institutional & Family Asset Management
Colorado
$60K – – –
CA
504
Clearstead Advisors
Ohio
$60K +$5.45K +81 +8%
GWSG
505
GPS Wealth Strategies Group
Colorado
$59K – – –
CM
506
Cornerstone Management
Georgia
$58.7K – – –
ASBI
507
American State Bank (Iowa)
Iowa
$58.1K – – –
DMBA
508
Deseret Mutual Benefit Administrators
Utah
$57K -$15.9K -237 -20%
CT
509
Cambridge Trust
Massachusetts
$55K -$5.18K -77 -8%
SWM
510
Spire Wealth Management
Virginia
$54K -$34.1K -507 -35%
AF
511
Advisornet Financial
Minnesota
$53K +$1.68K +25 +3%
CWM
512
Cranbrook Wealth Management
Michigan
$51K – – –
DGAM
513
Desjardins Global Asset Management
Quebec, Canada
$49K – – –
CFB
514
Cullen/Frost Bankers
Texas
$48K – – –
PFBT
515
Parkside Financial Bank & Trust
Missouri
$48K +$21.5K +320 +64%
CFO
516
CVA Family Office
Colorado
$47K – – –
DCM
517
Dupont Capital Management
Delaware
$46K -$13.3K -197 -20%
FHA
518
First Horizon Advisors
Tennessee
$45K -$3.7K -55 -7%
SIC
519
Salem Investment Counselors
North Carolina
$44K – – –
LC
520
Lindbrook Capital
California
$44K +$1.01K +15 +2%
KTC
521
Kistler-Tiffany Companies
Pennsylvania
$43K – – –
CFGS
522
Concourse Financial Group Securities
Alabama
$43K +$1.08K +16 +2%
C
523
Covestor
United Kingdom
$42K -$66.7K -992 -58%
AS
524
Altshuler Shaham
Israel
$41K -$12.4K -184 -21%
CFFP
525
Center for Financial Planning
Michigan
$39K – – –
19 20
21
22 23