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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
501
Milestone Investment Advisors
Wisconsin
$78.4K +$78.6K +1,278 New
CSPIA
502
Cary Street Partners Investment Advisory
Virginia
$78.4K +$75.3K +1,225 +2,356%
GI
503
Gradient Investments
Minnesota
$78.3K -$15.9K -258 -17%
AA
504
Alta Advisers
United Kingdom
$73.7K – – –
GWSG
505
GPS Wealth Strategies Group
Colorado
$73K +$73.1K +1,189 New
BHWM
506
Beaird Harris Wealth Management
Texas
$72.4K -$12.8K -208 -15%
HIA
507
Harbor Investment Advisory
Maryland
$70K – – –
EWA
508
EverSource Wealth Advisors
Alabama
$68.6K +$7.01K +114 +11%
MA
509
Montag & Associates
Georgia
$67.5K – – –
CT
510
Caldwell Trust
Florida
$66.7K – – –
AF
511
Allworth Financial
California
$66.4K -$45.4K -739 -41%
PTC
512
Private Trust Company
Ohio
$63K -$1.97K -32 -3%
ASBI
513
American State Bank (Iowa)
Iowa
$61.3K – – –
HI
514
Harbour Investments
Wisconsin
$60.6K -$3.01K -49 -5%
GRP
515
Global Retirement Partners
California
$60K +$51.8K +842 +606%
IFAM
516
Institutional & Family Asset Management
Colorado
$56K +$2.95K +48 +6%
QL
517
Quarry LP
New York
$55.2K +$55.3K +899 New
CWM
518
Cranbrook Wealth Management
Michigan
$53.6K – – –
FWM
519
Focused Wealth Management
New York
$53K +$53K +863 New
CWC
520
Carolinas Wealth Consulting
North Carolina
$51.8K +$49.4K +804 +2,010%
BWM
521
BerganKDV Wealth Management
Minnesota
$50.5K – – –
CFO
522
CVA Family Office
Colorado
$50.3K -$2.77K -45 -5%
PFBT
523
Parkside Financial Bank & Trust
Missouri
$50.2K +$9.34K +152 +23%
CFB
524
Cullen/Frost Bankers
Texas
$50.2K – – –
CFGS
525
Concourse Financial Group Securities
Alabama
$49.8K -$369 -6 -0.7%
19 20
21
22 23