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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
501
Gradient Investments
Minnesota
$78.3K -$15.9K -258 -17%
AA
502
Alta Advisers
United Kingdom
$73.7K – – –
GWSG
503
GPS Wealth Strategies Group
Colorado
$73K +$73.1K +1,189 New
BHWM
504
Beaird Harris Wealth Management
Texas
$72.4K -$12.8K -208 -15%
HIA
505
Harbor Investment Advisory
Maryland
$70K – – –
EWA
506
EverSource Wealth Advisors
Alabama
$68.6K +$7.01K +114 +11%
MA
507
Montag & Associates
Georgia
$67.5K – – –
CT
508
Caldwell Trust
Florida
$66.7K – – –
AF
509
Allworth Financial
California
$66.4K -$45.4K -739 -41%
PTC
510
Private Trust Company
Ohio
$63K -$1.97K -32 -3%
ASBI
511
American State Bank (Iowa)
Iowa
$61.3K – – –
HI
512
Harbour Investments
Wisconsin
$60.6K -$3.01K -49 -5%
GRP
513
Global Retirement Partners
California
$60K +$51.8K +842 +606%
IFAM
514
Institutional & Family Asset Management
Colorado
$56K +$2.95K +48 +6%
QL
515
Quarry LP
New York
$55.2K +$55.3K +899 New
CWM
516
Cranbrook Wealth Management
Michigan
$53.6K – – –
FWM
517
Focused Wealth Management
New York
$53K +$53K +863 New
CWC
518
Carolinas Wealth Consulting
North Carolina
$51.8K +$49.4K +804 +2,010%
BWM
519
BerganKDV Wealth Management
Minnesota
$50.5K – – –
CFO
520
CVA Family Office
Colorado
$50.3K -$2.77K -45 -5%
PFBT
521
Parkside Financial Bank & Trust
Missouri
$50.2K +$9.34K +152 +23%
CFB
522
Cullen/Frost Bankers
Texas
$50.2K – – –
CFGS
523
Concourse Financial Group Securities
Alabama
$49.8K -$369 -6 -0.7%
DGAM
524
Desjardins Global Asset Management
Quebec, Canada
$49K -$4.79K -78 -9%
SOW
525
State of Wyoming
Wyoming
$46.8K +$3.75K +61 +9%
19 20
21
22 23