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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
676
DV Trading
Illinois
$10.6K +$11K +151 New
FCAS
677
First Command Advisory Services
Texas
$10.5K -$3.27K -45 -23%
GWM
678
Geneos Wealth Management
Colorado
$10.4K -$873 -12 -7%
RDFA
679
Ritter Daniher Financial Advisory
Ohio
$10.3K – – –
DIP
680
DT Investment Partners
Pennsylvania
$10.1K – – –
GAFA
681
Garton & Associates Financial Advisors
Kentucky
$10.1K +$10.5K +145 New
MAM
682
Meeder Asset Management
Ohio
$10K -$291 -4 -3%
FHA
683
Flagship Harbor Advisors
Massachusetts
$9.15K +$9.46K +130 New
PWAM
684
Private Wealth Asset Management
Iowa
$9.02K – – –
AP
685
Aspect Partners
Virginia
$8.81K – – –
CFFP
686
Center for Financial Planning
Michigan
$8.53K – – –
PWMG
687
Prestige Wealth Management Group
New Jersey
$8.46K – – –
TWD
688
True Wealth Design
Ohio
$8.39K -$436 -6 -5%
CFM
689
Cornerstone Financial Management
Massachusetts
$7.76K +$8.07K +111 New
LSA
690
Leonteq Securities AG
Switzerland
$7.55K – – –
SC
691
SouthState Corp
Florida
$7.13K +$4K +55 +117%
CI
692
Clal Insurance
Israel
$7K -$19.3K -266 -72%
NWM
693
Navigoe Wealth Management
California
$7K – – –
SWP
694
Strategic Wealth Partners
Ohio
$6.99K – – –
CPG
695
Cornerstone Planning Group
New Jersey
$6.53K -$291 -4 -4%
AFC
696
Ares Financial Consulting
California
$6.5K +$6.76K +93 New
MHR
697
Matthew Hamilton Rosenberg
$6.43K – – –
S
698
Sachetta
Massachusetts
$6.36K – – –
LWM
699
Lodestone Wealth Management
Washington
$6.08K +$6.33K +87 New
KFAS
700
Keating Financial Advisory Services
Kansas
$6.01K +$6.25K +86 New
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