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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
676
Atlantic Union Bankshares
Virginia
$12.6K -$16.7K -225 -58%
AP
677
Atwood & Palmer
Missouri
$12.4K – – –
GSEP
678
Golden State Equity Partners
California
$12.1K +$11.6K +156 New
FCAS
679
First Command Advisory Services
Texas
$11.6K – – –
RDFA
680
Ritter Daniher Financial Advisory
Ohio
$11.4K – – –
DIP
681
DT Investment Partners
Pennsylvania
$11.3K – – –
EC
682
Elequin Capital
New York
$10.7K -$8.98K -121 -47%
EI
683
EFG International
$10.3K +$9.87K +133 New
MA
684
MCF Advisors
Kentucky
$10.2K +$9.8K +132 New
PWAM
685
Private Wealth Asset Management
Iowa
$10K – – –
OA
686
Operose Advisors
Wisconsin
$9.85K +$9.43K +127 New
AP
687
Aspect Partners
Virginia
$9.78K – – –
CPG
688
Cornerstone Planning Group
New Jersey
$9.74K +$2.97K +40 +44%
TWD
689
True Wealth Design
Ohio
$9.62K +$297 +4 +3%
KFAS
690
Keating Financial Advisory Services
Kansas
$9.54K +$2.75K +37 +43%
KAS
691
Kemnay Advisory Services
New York
$9.54K +$9.13K +123 New
CFFP
692
Center for Financial Planning
Michigan
$9.48K – – –
PWMG
693
Prestige Wealth Management Group
New Jersey
$9.39K – – –
GWM
694
Geneos Wealth Management
Colorado
$9.08K -$2.38K -32 -21%
CFM
695
Cornerstone Financial Management
Massachusetts
$8.61K – – –
JWA
696
JFS Wealth Advisors
Pennsylvania
$8.07K -$6.53K -88 -46%
AW
697
Avion Wealth
Texas
$8K +$520 +7 +7%
SWP
698
Strategic Wealth Partners
Ohio
$7.76K – – –
MHR
699
Matthew Hamilton Rosenberg
$7.14K – – –
S
700
Sachetta
Massachusetts
$7.06K – – –
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