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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
526
Bogart Wealth LLC
Virginia
$6K – – –
FWM
527
FSA Wealth Management
Massachusetts
$6K – – –
VCP
528
Verus Capital Partners
Arizona
$6K – – –
CTB
529
Country Trust Bank
Illinois
$6K +$6.4K +100 New
EWA
530
Evolution Wealth Advisors
Florida
$6K +$6.59K +103 New
MWM
531
MBE Wealth Management
Wisconsin
$6K +$7.04K +110 New
OIA
532
Optimum Investment Advisors
Illinois
$5K -$12.2K -190 -67%
GWM
533
Geneos Wealth Management
Colorado
$5K – – –
GRP
534
Global Retirement Partners
California
$5K – – –
HGWM
535
Harvest Group Wealth Management
Massachusetts
$5K – – –
WB
536
Webster Bank
Connecticut
$5K – – –
GWS
537
Glassman Wealth Services
Virginia
$4K -$704 -11 -13%
GAM
538
Gemmer Asset Management
California
$4K – – –
WQ
539
Wealth Quarterback
New Jersey
$3.22K +$64 +1 +2%
EW
540
Evoke Wealth
California
$3.01K -$8.83K -138 -73%
SFSIG
541
San Francisco Sentry Investment Group
California
$3K – – –
SL
542
Savior LLC
Massachusetts
$3K – – –
GSWM
543
Golden State Wealth Management
California
$3K +$3.26K +51 New
HI
544
Human Investing
Oregon
$2K -$2.56M -40,009 -100%
JWA
545
JFS Wealth Advisors
Pennsylvania
$2K – – –
PFO
546
Pathstone Family Office
New Jersey
$2K +$2.11K +33 New
RWM
547
Raffa Wealth Management
District of Columbia
$2K +$960 +15 +79%
KFS
548
Kelly Financial Services
Massachusetts
$1.94K – – –
SSB
549
Sandy Spring Bank
Maryland
$1K -$4.48K -70 -77%
SMFS
550
Squar Milner Financial Services
California
$1K – – –
20 21
22
23 24