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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
676
TS Financial Group (TSFG)
Illinois
$15K – – –
FFO
677
Fortitude Family Office
Arizona
$14.9K +$300 +4 +2%
LI
678
LRI Investments
Florida
$14.6K +$1.12K +15 +9%
KFAS
679
Keating Financial Advisory Services
Kansas
$14.6K +$5.1K +68 +55%
GKIM
680
GW&K Investment Management
Massachusetts
$14K +$225 +3 +2%
CT
681
Clearstead Trust
Maine
$13.2K +$13K +173 New
FPF
682
First Pacific Financial
Washington
$13K -$525 -7 -4%
WPA
683
West Paces Advisors
Georgia
$13K +$12.7K +170 New
HIW
684
Holos Integrated Wealth
Pennsylvania
$12.9K – – –
BSB
685
Bangor Savings Bank
Maine
$12.9K – – –
AP
686
Atwood & Palmer
Missouri
$12.2K – – –
EP
687
Essential Partners
California
$12.2K +$5.25K +70 +78%
AUB
688
Atlantic Union Bankshares
Virginia
$12.1K -$300 -4 -2%
AW
689
Avion Wealth
Texas
$12K +$4.27K +57 +54%
FCAS
690
First Command Advisory Services
Texas
$11.5K – – –
AIA
691
Aventus Investment Advisors
Florida
$11.4K +$11.2K +149 New
RDFA
692
Ritter Daniher Financial Advisory
Ohio
$11.2K – – –
CIAM
693
Caitong International Asset Management
Hong Kong
$11.2K +$11K +147 New
DIP
694
DT Investment Partners
Pennsylvania
$11.1K – – –
BFS
695
Bare Financial Services
Pennsylvania
$10.8K +$6.82K +91 +182%
MIM
696
Marshall Investment Management
Colorado
$10.8K +$10.6K +141 New
CFM
697
Cornerstone Financial Management
Massachusetts
$10.6K +$2.1K +28 +25%
MA
698
MCF Advisors
Kentucky
$10.1K – – –
PWAM
699
Private Wealth Asset Management
Iowa
$9.87K – – –
KAS
700
Kemnay Advisory Services
New York
$9.87K +$450 +6 +5%
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