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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
CQS
526
Credential Qtrade Securities
$12.6K +$12.5K +200 New
EW
527
Evoke Wealth
California
$11.9K +$935 +15 +9%
GWMIA
528
Global Wealth Management Investment Advisory
Florida
$11K – – –
KPCM
529
Kings Point Capital Management
New York
$11K – – –
FHA
530
Flagship Harbor Advisors
Massachusetts
$11K +$62 +1 +0.6%
SLF
531
Sun Life Financial
Ontario, Canada
$10K -$3.99K -64 -28%
BCI
532
Brinker Capital Investments
Pennsylvania
$10K – – –
IRC
533
Investors Research Corp
Georgia
$9K – – –
TFA
534
Toth Financial Advisory
Virginia
$9K +$62 +1 +0.7%
HIA
535
Harbor Investment Advisory
Maryland
$9K +$9.16K +147 New
HWM
536
HighMark Wealth Management
Minnesota
$9K +$9.79K +157 New
AF
537
Arrow Financial
New York
$8K – – –
FMII
538
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
BL
539
Balentine LLC
Georgia
$8K +$1.43K +23 +21%
TFO
540
Tarbox Family Office
California
$8K +$2K +32 +34%
LWM
541
Liberty Wealth Management
California
$8K +$7.98K +128 New
BWM
542
BerganKDV Wealth Management
Minnesota
$7K +$5.05K +81 +352%
GWM
543
Geneos Wealth Management
Colorado
$6K -$8.66K -139 -58%
AF
544
Allworth Financial
California
$6K – – –
BWL
545
Bogart Wealth LLC
Virginia
$6K – – –
FHA
546
First Horizon Advisors
Tennessee
$6K – – –
HGWM
547
Harvest Group Wealth Management
Massachusetts
$6K – – –
TWA
548
TCI Wealth Advisors
Arizona
$6K +$499 +8 +10%
SSB
549
Sandy Spring Bank
Maryland
$6K +$5.67K +91 New
GDP
550
Great Diamond Partners
Maine
$6K +$6.05K +97 New
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