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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
GFM
651
GF Fund Management
China
$10.9K – – –
MIM
652
MTM Investment Management
South Carolina
$10.9K +$11.3K +158 New
OP
653
ORG Partners
Indiana
$10.2K +$5.06K +71 +95%
DIP
654
DT Investment Partners
Pennsylvania
$10K – – –
JWA
655
JFS Wealth Advisors
Pennsylvania
$9.56K -$855 -12 -8%
PWAM
656
Private Wealth Asset Management
Iowa
$8.94K – – –
SIS
657
Sound Income Strategies
Florida
$8.76K +$1.07K +15 +14%
AP
658
Aspect Partners
Virginia
$8.73K – – –
WIM
659
Westside Investment Management
California
$8.48K +$8.62K +121 New
CFFP
660
Center for Financial Planning
Michigan
$8.41K – – –
PWMG
661
Prestige Wealth Management Group
New Jersey
$8.38K – – –
NAAA
662
New Age Alpha Advisors
New York
$7.14K -$56.1K -787 -88%
TPWA
663
Twin Peaks Wealth Advisors
California
$7.13K +$6.98K +98 New
CPG
664
Cornerstone Planning Group
New Jersey
$7.12K +$1.85K +26 +37%
HWM
665
HighMark Wealth Management
Minnesota
$7K -$1.14K -16 -14%
AWM
666
Atticus Wealth Management
Florida
$6.93K -$1.43K -20 -17%
SWP
667
Strategic Wealth Partners
Ohio
$6.93K +$7.13K +100 New
WA
668
Whipplewood Advisors
Colorado
$6.37K -$2.85K -40 -30%
MHR
669
Matthew Hamilton Rosenberg
$6.37K – – –
S
670
Sachetta
Massachusetts
$6.3K -$14.3K -200 -69%
AF
671
Alerus Financial
North Dakota
$5.82K +$5.99K +84 New
AG
672
AmeriFlex Group
Nevada
$5.6K – – –
BIA
673
Bell Investment Advisors
California
$5.54K +$712 +10 +14%
TWD
674
True Wealth Design
Ohio
$5.47K -$1.71K -24 -23%
SC
675
SouthState Corp
Florida
$5.13K -$3.92K -55 -43%
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