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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
726
Bartlett & Co Wealth Management
Ohio
$5.2K -$150 -2 -3%
TFA
727
Transamerica Financial Advisors
Florida
$5.2K +$2.32K +31 +84%
FC
728
Financial Consulate
Maryland
$5.13K +$2.1K +28 +72%
GEA
729
Glen Eagle Advisors
New Jersey
$4.91K +$899 +12 +23%
SC
730
SouthState Corp
Florida
$4.9K +$450 +6 +10%
IWM
731
IMG Wealth Management
Florida
$4.67K -$375 -5 -8%
B
732
Birchbrook
Maine
$4.44K – – –
SIM
733
Synergy Investment Management
Florida
$4.24K +$3.37K +45 +375%
FMP
734
Financial Management Professionals
Texas
$4.21K +$225 +3 +6%
HWP
735
Highline Wealth Partners
California
$4.05K +$600 +8 +18%
TCM
736
TD Capital Management
Tennessee
$4.03K +$75 +1 +2%
SS
737
SBI Securities
Japan
$3.9K +$150 +2 +4%
FAM
738
Fulcrum Asset Management
United Kingdom
$3.9K +$3.75K +50 New
BHWM
739
Bay Harbor Wealth Management
Maryland
$3.67K +$600 +8 +20%
CTC
740
Central Trust Company
Missouri
$3.37K +$75 +1 +2%
CIA
741
Cape Investment Advisory
Georgia
$3.14K +$3.07K +41 New
HFS
742
Hughes Financial Services
Virginia
$3.06K +$1.05K +14 +54%
BWAM
743
Boyd Watterson Asset Management
Ohio
$2.98K – – –
BH
744
Burk Holdings
Oklahoma
$2.98K – – –
DPW
745
DiNuzzo Private Wealth
Pennsylvania
$2.98K +$150 +2 +5%
NWMP
746
Noble Wealth Management PBC
Colorado
$2.98K +$2.92K +39 New
WAG
747
Wilkerson Advisory Group
Missouri
$2.83K – – –
ANBT
748
American National Bank & Trust
Texas
$2.83K – – –
EWP
749
Elevation Wealth Partners
California
$2.68K – – –
SWM
750
SHP Wealth Management
Massachusetts
$2.66K – – –
28 29
30
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