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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
526
LifePlan Financial Group
Ohio
$6K -$38.8K -607 -85%
BWL
527
Bogart Wealth LLC
Virginia
$6K – – –
FWM
528
FSA Wealth Management
Massachusetts
$6K – – –
VCP
529
Verus Capital Partners
Arizona
$6K – – –
CTB
530
Country Trust Bank
Illinois
$6K +$6.4K +100 New
EWA
531
Evolution Wealth Advisors
Florida
$6K +$6.59K +103 New
MWM
532
MBE Wealth Management
Wisconsin
$6K +$7.04K +110 New
OIA
533
Optimum Investment Advisors
Illinois
$5K -$12.2K -190 -67%
GWM
534
Geneos Wealth Management
Colorado
$5K – – –
GRP
535
Global Retirement Partners
California
$5K – – –
HGWM
536
Harvest Group Wealth Management
Massachusetts
$5K – – –
WB
537
Webster Bank
Connecticut
$5K – – –
GWS
538
Glassman Wealth Services
Virginia
$4K -$704 -11 -13%
GAM
539
Gemmer Asset Management
California
$4K – – –
WQ
540
Wealth Quarterback
New Jersey
$3.22K +$64 +1 +2%
EW
541
Evoke Wealth
California
$3.01K -$8.83K -138 -73%
SFSIG
542
San Francisco Sentry Investment Group
California
$3K – – –
SL
543
Savior LLC
Massachusetts
$3K – – –
GSWM
544
Golden State Wealth Management
California
$3K +$3.26K +51 New
HI
545
Human Investing
Oregon
$2K -$2.56M -40,009 -100%
JWA
546
JFS Wealth Advisors
Pennsylvania
$2K – – –
PFO
547
Pathstone Family Office
New Jersey
$2K +$2.11K +33 New
RWM
548
Raffa Wealth Management
District of Columbia
$2K +$960 +15 +79%
KFS
549
Kelly Financial Services
Massachusetts
$1.94K – – –
SSB
550
Sandy Spring Bank
Maryland
$1K -$4.48K -70 -77%
20 21
22
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