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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
651
MTM Investment Management
South Carolina
$10.9K +$11.3K +158 New
OP
652
ORG Partners
Indiana
$10.2K +$5.06K +71 +95%
DIP
653
DT Investment Partners
Pennsylvania
$10K – – –
JWA
654
JFS Wealth Advisors
Pennsylvania
$9.56K -$855 -12 -8%
PWAM
655
Private Wealth Asset Management
Iowa
$8.94K – – –
SIS
656
Sound Income Strategies
Florida
$8.76K +$1.07K +15 +14%
AP
657
Aspect Partners
Virginia
$8.73K – – –
WIM
658
Westside Investment Management
California
$8.48K +$8.62K +121 New
CFFP
659
Center for Financial Planning
Michigan
$8.41K – – –
PWMG
660
Prestige Wealth Management Group
New Jersey
$8.38K – – –
NAAA
661
New Age Alpha Advisors
New York
$7.14K -$56.1K -787 -88%
TPWA
662
Twin Peaks Wealth Advisors
California
$7.13K +$6.98K +98 New
CPG
663
Cornerstone Planning Group
New Jersey
$7.12K +$1.85K +26 +37%
HWM
664
HighMark Wealth Management
Minnesota
$7K -$1.14K -16 -14%
AWM
665
Atticus Wealth Management
Florida
$6.93K -$1.43K -20 -17%
SWP
666
Strategic Wealth Partners
Ohio
$6.93K +$7.13K +100 New
WA
667
Whipplewood Advisors
Colorado
$6.37K -$2.85K -40 -30%
MHR
668
Matthew Hamilton Rosenberg
$6.37K – – –
S
669
Sachetta
Massachusetts
$6.3K -$14.3K -200 -69%
AF
670
Alerus Financial
North Dakota
$5.82K +$5.99K +84 New
AG
671
AmeriFlex Group
Nevada
$5.6K – – –
BIA
672
Bell Investment Advisors
California
$5.54K +$712 +10 +14%
TWD
673
True Wealth Design
Ohio
$5.47K -$1.71K -24 -23%
SC
674
SouthState Corp
Florida
$5.13K -$3.92K -55 -43%
TH
675
TCTC Holdings
Texas
$5.06K – – –
25 26
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