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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AP
701
Aspect Partners
Virginia
$9.64K – – –
CFFP
702
Center for Financial Planning
Michigan
$9.37K – – –
CFM
703
Compass Financial Management
Florida
$9.32K +$9.59K +128 New
FB
704
First Bancorp
Maine
$9.26K +$9.07K +121 New
EI
705
EFG International
$9.18K -$974 -13 -10%
JWA
706
JFS Wealth Advisors
Pennsylvania
$9.1K +$1.12K +15 +14%
CPG
707
Cornerstone Planning Group
New Jersey
$8.96K -$750 -10 -8%
GWM
708
Geneos Wealth Management
Colorado
$8.95K – – –
Lazard Asset Management
709
Lazard Asset Management
New York
$8.49K -$620K -8,273 -99%
PWMG
710
Prestige Wealth Management Group
New Jersey
$7.8K -$1.42K -19 -16%
TAP
711
Tounjian Advisory Partners
Florida
$7.71K -$1.16M -15,525 -99%
SWP
712
Strategic Wealth Partners
Ohio
$7.65K – – –
SMBT
713
Southern Michigan Bank & Trust
Michigan
$7.65K +$7.5K +100 New
S
714
Sachetta
Massachusetts
$7.27K +$300 +4 +4%
MHR
715
Matthew Hamilton Rosenberg
$7.04K – – –
RWM
716
Rialto Wealth Management
New York
$7.04K +$2.92K +39 +74%
LWM
717
Lodestone Wealth Management
Washington
$6.66K – – –
BWL
718
Bogart Wealth LLC
Virginia
$6.58K +$5.02K +67 +353%
AF
719
Alerus Financial
North Dakota
$6.43K – – –
AG
720
AmeriFlex Group
Nevada
$6.43K +$5.85K +78 +1,300%
RF
721
Robinswood Financial
Washington
$6.26K – – –
NSIM
722
North Star Investment Management
Illinois
$6.04K +$2.77K +37 +88%
CI
723
Clal Insurance
Israel
$6K -$675 -9 -10%
FG
724
Fairman Group
Pennsylvania
$5.97K – – –
PWA
725
Principia Wealth Advisory
Texas
$5.89K +$3.52K +47 +157%