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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
626
Transcendent Capital Group
Oklahoma
$14.1K – – –
TFGT
627
TS Financial Group (TSFG)
Illinois
$14K – – –
RA
628
Rise Advisors
New York
$13.8K +$66 +1 +0.5%
RFS
629
Richardson Financial Services
Massachusetts
$13.1K – – –
BCMLT
630
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.1K +$11.5K +175 +1,750%
NRG
631
Nemes Rush Group
Michigan
$13K – – –
WPA
632
West Paces Advisors
Georgia
$10.9K – – –
MFS
633
Mattson Financial Services
Michigan
$10.7K – – –
TCOV
634
Trust Company of Vermont
Vermont
$10.5K +$9.78K +149 New
GKIM
635
GW&K Investment Management
Massachusetts
$10K +$66 +1 +0.7%
CPA
636
Capital Performance Advisors
California
$9.96K +$9.25K +141 New
HPC
637
HM Payson & Co
Maine
$9.54K +$1.31K +20 +17%
CFFP
638
Center for Financial Planning
Michigan
$9.01K +$2.3K +35 +38%
AP
639
Aspect Partners
Virginia
$8.9K – – –
SIS
640
Sound Income Strategies
Florida
$8.56K +$656 +10 +9%
PWMG
641
Prestige Wealth Management Group
New Jersey
$8.55K – – –
AWM
642
Atticus Wealth Management
Florida
$8.48K – – –
JWA
643
JFS Wealth Advisors
Pennsylvania
$8.48K +$1.51K +23 +24%
HWM
644
HighMark Wealth Management
Minnesota
$8.33K -$1.71K -26 -18%
UB
645
UMB Bank
Missouri
$8.33K +$656 +10 +9%
NC
646
nVerses Capital
Florida
$7.06K +$6.56K +100 New
MHR
647
Matthew Hamilton Rosenberg
$6.5K – – –
S
648
Sachetta
Massachusetts
$6.43K – – –
WT
649
Washington Trust
Rhode Island
$6.43K +$197 +3 +3%
VWWMG
650
Vermillion & White Wealth Management Group
Pennsylvania
$5.51K – – –
24 25
26
27 28