We are live on ! Find out more
CMS icon

CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
701
WealthTrak Capital Management
Virginia
$667 +$688 +10 New
CAM
702
Chesapeake Asset Management
New York
$666 – – –
AA
703
Ancora Advisors
Ohio
$666 +$344 +5 +100%
OCM
704
Orion Capital Management
California
$600 +$619 +9 New
MAS
705
MPWM Advisory Solutions
Georgia
$533 +$550 +8 New
PWA
706
Principia Wealth Advisory
Texas
$533 +$550 +8 New
WW
707
Winnow Wealth
Texas
$345 +$413 +6 New
RAM
708
Riggs Asset Management
Pennsylvania
$334 – – –
RPA
709
Redwood Park Advisors
California
$334 +$344 +5 New
FMP
710
Financial Management Professionals
Texas
$333 – – –
PWM
711
Parkworth Wealth Management
California
$333 +$344 +5 New
SMAM
712
Sugar Maple Asset Management
Wisconsin
$333 +$344 +5 New
AWM
713
Abound Wealth Management
Tennessee
$258 +$275 +4 New
PA
714
PSI Advisors
Florida
$67 – – –
TFM
715
TFC Financial Management
Massachusetts
$67 – – –
FLP
716
Financial Life Planners
Arizona
$24 – – –
YCM
717
Yaupon Capital Management
New York
– -$23.6M -334,807 Closed
SCP
718
Soroban Capital Partners
New York
– -$13.6M -192,695 Closed
WCA
719
Waratah Capital Advisors
Ontario, Canada
– -$10.9M -154,631 Closed
GCM
720
Greenland Capital Management
New York
– -$10.1M -142,490 Closed
EAM
721
Eventide Asset Management
Massachusetts
– -$8.81M -124,697 Closed
DS
722
DRW Securities
Illinois
– -$8.38M -118,681 Closed
VLKIM
723
Van Lanschot Kempen Investment Management
Netherlands
– -$6.54M -92,569 Closed
Calamos Advisors
724
Calamos Advisors
Illinois
– -$5.84M -82,730 Closed
AIM
725
Ausbil Investment Management
Australia
– -$5.4M -76,500 Closed