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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
501
Pinnacle Wealth Management Group
Michigan
$304K – – –
CCA
502
Carrera Capital Advisors
Michigan
$300K -$26.9K -370 -8%
FFA
503
Farther Finance Advisors
California
$299K +$76.4K +1,050 +33%
IPWA
504
International Private Wealth Advisors
California
$299K -$5.16K -71 -2%
QCG
505
Quadrant Capital Group
Ohio
$298K +$9.96K +137 +3%
MP
506
Moment Partners
California
$297K -$74.1K -1,019 -19%
IC
507
Inscription Capital
Texas
$290K -$67K -921 -18%
SC
508
Stephens Consulting
Michigan
$289K +$364 +5 +0.1%
WHG
509
Westwood Holdings Group
Texas
$288K -$2.61M -35,939 -90%
EWA
510
EverSource Wealth Advisors
Alabama
$284K -$18.1K -249 -6%
JAG
511
Journey Advisory Group
Kentucky
$283K – – –
GI
512
Gradient Investments
Minnesota
$280K -$13K -179 -4%
MFS
513
Mattson Financial Services
Michigan
$280K -$13K -179 -4%
SWM
514
Schwallier Wealth Management
Michigan
$279K +$283K +3,897 New
CIA
515
Capital Investment Advisors
Georgia
$277K -$2.4K -33 -0.8%
BS
516
Banco Santander
Spain
$276K +$287K +3,946 New
CIAM
517
Caitong International Asset Management
Hong Kong
$274K +$240K +3,295 +526%
NC
518
nVerses Capital
Florida
$273K +$284K +3,905 New
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$268K +$6.18K +85 +2%
QCM
520
Qsemble Capital Management
New York
$268K -$6.98M -96,028 -96%
KCP
521
Kera Capital Partners
California
$267K +$271K +3,728 New
APW
522
Aventura Private Wealth
Florida
$263K – – –
PA
523
Procyon Advisors
Connecticut
$262K +$272K +3,745 New
PA
524
Parallel Advisors
California
$257K +$5.09K +70 +2%
CFG
525
Citizens Financial Group
Rhode Island
$253K -$30.3K -416 -10%
19 20
21
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