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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
DMIC
601
Dixon Mitchell Investment Counsel
British Columbia, Canada
$83.5K +$86.8K +1,194 New
FAMI
602
Fideuram Asset Management (Ireland)
$79.5K +$84.9K +1,168 New
C
603
Covestor
United Kingdom
$79K +$51.3K +706 +167%
TWC
604
TD Waterhouse Canada
Ontario, Canada
$77.6K +$2.47K +34 +3%
MA
605
Montag & Associates
Georgia
$76.9K – – –
CT
606
Caldwell Trust
Florida
$76K – – –
MCM
607
Manchester Capital Management
Vermont
$75.9K +$42.3K +582 +115%
RG
608
RHL Group
Michigan
$75.7K +$78.7K +1,082 New
GBT
609
Grove Bank & Trust
Florida
$75K – – –
SWM
610
Spire Wealth Management
Virginia
$74.5K +$582 +8 +0.8%
NS
611
NBC Securities
Alabama
$67.4K -$873 -12 -1%
BWM
612
Bernard Wealth Management
Michigan
$67.3K – – –
CSC
613
Caldwell Sutter Capital
California
$66.4K +$2.91K +40 +4%
MSFP
614
Mark Sheptoff Financial Planning
Connecticut
$65.7K +$29.1K +400 +74%
CH
615
Cromwell Holdings
Wyoming
$64.8K – – –
UB
616
UMB Bank
Missouri
$64.1K +$5.31K +73 +9%
PFBT
617
Parkside Financial Bank & Trust
Missouri
$61.8K -$1.96K -27 -3%
IA
618
IFP Advisors
Florida
$61.8K +$2.69K +37 +4%
OL
619
OneFund LLC
Florida
$59.4K +$3.64K +50 +6%
RF
620
Robbins Farley
New Hampshire
$55.9K -$9.6K -132 -14%
SIM
621
Sentry Investment Management
Wisconsin
$53K – – –
PWA
622
Physician Wealth Advisors
Utah
$49.2K +$11.7K +161 +30%
RFS
623
Richardson Financial Services
Massachusetts
$46.2K – – –
TCOV
624
Trust Company of Vermont
Vermont
$37.4K – – –
DCM
625
Dorato Capital Management
Colorado
$37.2K +$38.2K +525 New
23 24
25
26 27