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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
526
Phillips Wealth Planners
Mississippi
$253K +$256K +3,453 New
LA
527
LVW Advisors
New York
$252K -$90.1K -1,214 -27%
TE
528
Tema ETFs
New York
$252K +$1.04K +14 +0.4%
GWP
529
Gen-Wealth Partners
Michigan
$247K +$1.26K +17 +0.5%
DWM
530
Diversify Wealth Management
Utah
$245K +$244K +3,283 New
BG
531
Bollard Group
Massachusetts
$245K +$1.63K +22 +0.7%
Vontobel Holding
532
Vontobel Holding
Switzerland
$242K
CT
533
Chicago Trust
Illinois
$240K
PWM
534
Perigon Wealth Management
California
$240K +$230K +3,096 New
LS
535
Livforsakringsbolaget Skandia
Sweden
$239K
WTC
536
WhitTier Trust Company
Nevada
$239K -$4.01K -54 -2%
VA
537
VestGen Advisors
Illinois
$239K +$242K +3,254 New
PFM
538
Patton Fund Management
Texas
$237K
JAG
539
Journey Advisory Group
Kentucky
$237K -$74.2K -1,000 -25%
SWASL
540
Spartan Wealth Advisory Services LLC
Michigan
$236K +$225K +3,037 New
TCA
541
Transcend Capital Advisors
New Jersey
$233K +$2.15K +29 +1%
SW
542
SkyOak Wealth
Michigan
$233K
FFA
543
Florida Financial Advisors
Florida
$232K -$13.3K -179 -6%
IWM
544
IHT Wealth Management
Illinois
$231K +$221K +2,982 New
LAM
545
Longboard Asset Management
Arizona
$231K
C
546
Certuity
Florida
$230K -$2.67K -36 -1%
MOS
547
MGO One Seven
Ohio
$230K +$7.05K +95 +3%
BFS
548
Bradley Foster & Sargent
Connecticut
$229K
ASN
549
Advisory Services Network
Georgia
$227K -$2.67K -36 -1%
HIS
550
Horizon Investment Services
Indiana
$226K +$216K +2,908 New