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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
551
FSA Wealth Management
Massachusetts
$6K +$6.23K +100 New
VCP
552
Verus Capital Partners
Arizona
$6K +$6.23K +100 New
GRP
553
Global Retirement Partners
California
$5K -$935 -15 -16%
WB
554
Webster Bank
Connecticut
$5K – – –
GWS
555
Glassman Wealth Services
Virginia
$5K +$1.12K +18 +26%
VAS
556
Vestmark Advisory Solutions
Massachusetts
$5K +$5.17K +83 New
ClearBridge Investments
557
ClearBridge Investments
New York
$4K -$623 -10 -14%
GAM
558
Gemmer Asset Management
California
$4K – – –
SL
559
Savior LLC
Massachusetts
$4K +$3.49K +56 New
WQ
560
Wealth Quarterback
New Jersey
$3.42K +$3.37K +54 New
PWP
561
Personal Wealth Partners
Minnesota
$3K – – –
SFSIG
562
San Francisco Sentry Investment Group
California
$3K – – –
SQA
563
Simon Quick Advisors
New Jersey
$3K +$2.68K +43 New
OSAM
564
O'Shaughnessy Asset Management
Connecticut
$3K +$3.43K +55 New
AWA
565
Arkadios Wealth Advisors
Georgia
$2.72K +$2.49K +40 New
KFS
566
Kelly Financial Services
Massachusetts
$2.07K – – –
PWMG
567
Prestige Wealth Management Group
New Jersey
$2K – – –
WCM
568
Wealthcare Capital Management
Virginia
$2K +$2.24K +36 New
JWA
569
JFS Wealth Advisors
Pennsylvania
$2K +$2.31K +37 New
HWA
570
Heritage Wealth Advisors
Virginia
$1.45K +$1.43K +23 New
RWM
571
Raffa Wealth Management
District of Columbia
$1.19K – – –
GEA
572
Glen Eagle Advisors
New Jersey
$1K – – –
UFF
573
USA Financial Formulas
Michigan
$1K -$2.77M -44,391 -100%
FPFS
574
First Personal Financial Services
North Carolina
$1K – – –
SCA
575
Stonebridge Capital Advisors
Minnesota
$1K – – –