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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
601
PEAK6 Investments
Illinois
– -$122K -2,120 Closed
ASN
602
Advisory Services Network
Georgia
– -$69K -1,129 Closed
PB
603
Pinnacle Bancorp
Nebraska
– -$59K -959 Closed
VCG
604
Vantage Consulting Group
Virginia
– -$41K -673 Closed
FQ
605
First Quadrant
California
– -$35K -567 Closed
RPWA
606
Regent Peak Wealth Advisors
Georgia
– -$24K -386 Closed
Capstone Investment Advisors
607
Capstone Investment Advisors
New York
– -$21.2K -369 Closed
PWM
608
Perigon Wealth Management
California
– -$20K -334 Closed
RWA
609
Ropes Wealth Advisors
Massachusetts
– -$18K -300 Closed
PFO
610
Pathstone Family Office
New Jersey
– -$14K -234 Closed
PWPS
611
Pinnacle Wealth Planning Services
Ohio
– -$13K -213 Closed
KPCM
612
Kings Point Capital Management
New York
– -$12K -202 Closed
PFGIA
613
Patriot Financial Group Insurance Agency
Massachusetts
– -$11K -180 Closed
TFA
614
Toth Financial Advisory
Virginia
– -$9K -146 Closed
CG
615
Cutler Group
California
– -$5.75K -100 Closed
ICP
616
Interchange Capital Partners
Pennsylvania
– -$5K -92 Closed
GRP
617
Global Retirement Partners
California
– -$5K -76 Closed
SL
618
Savior LLC
Massachusetts
– -$3K -56 Closed
CFD
619
Creative Financial Designs
Indiana
– -$3K -49 Closed
FFG
620
Fortem Financial Group
California
– -$3K -44 Closed
TIAM2
621
Tru Independence Asset Management 2
Oregon
– -$2K -34 Closed
SFO
622
Standard Family Office
South Dakota
– -$2K -33 Closed
CWM
623
Curi Wealth Management
North Carolina
– -$1K -29 Closed
TI
624
tru Independence
Oregon
– -$1 -24 Closed
BC
625
Bartlett & Co
Ohio
– -$1K -21 Closed
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