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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
551
Waverly Advisors
Alabama
$237K -$29.3K -391 -11%
HIS
552
Horizon Investment Services
Indiana
$236K +$13.6K +181 +6%
WF
553
Welch & Forbes
Massachusetts
$234K +$229K +3,054 New
JAG
554
Journey Advisory Group
Kentucky
$233K – – –
BHC
555
Bull Harbor Capital
Maryland
$232K +$227K +3,031 New
SWASL
556
Spartan Wealth Advisory Services LLC
Michigan
$231K -$974 -13 -0.4%
SW
557
SkyOak Wealth
Michigan
$230K – – –
DT
558
DV Trading
Illinois
$230K +$15K +200 +7%
LAM
559
Longboard Asset Management
Arizona
$228K – – –
JF
560
Jump Financial
Illinois
$226K -$103K -1,374 -32%
OIA
561
OneDigital Investment Advisors
Kansas
$226K +$11.5K +154 +6%
BFS
562
Bradley Foster & Sargent
Connecticut
$226K – – –
SAM
563
Secure Asset Management
Michigan
$222K +$218K +2,906 New
CI
564
Cigna Investments
Connecticut
$221K +$9.82K +131 +5%
SAI
565
Savvy Advisors Inc
New York
$218K +$214K +2,854 New
WAM
566
Walker Asset Management
Missouri
$217K +$1.65K +22 +0.8%
MT
567
Midwest Trust
Kansas
$216K – – –
ATPW
568
Ashton Thomas Private Wealth
Arizona
$216K +$212K +2,824 New
7WCP
569
71 West Capital Partners
Massachusetts
$216K +$212K +2,823 New
SFG
570
Sovereign Financial Group
Connecticut
$216K -$375 -5 -0.2%
SP
571
Stonebrook Private
Michigan
$212K +$207K +2,765 New
LFG
572
Larson Financial Group
Missouri
$211K +$54.7K +730 +36%
DWT
573
Dorsey & Whitney Trust
South Dakota
$211K +$600 +8 +0.3%
PCA
574
Pallas Capital Advisors
Massachusetts
$211K -$974 -13 -0.5%
SYBT
575
Stock Yards Bank & Trust
Kentucky
$211K -$4.12K -55 -2%
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