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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
726
Dunhill Financial
United Kingdom
$1.76K – – –
MAFA
727
MJT & Associates Financial Advisory
Minnesota
$1.47K -$215 -3 -13%
HWA
728
Heartwood Wealth Advisors
Virginia
$1.47K +$1.44K +20 New
RA
729
Rise Advisors
New York
$1.39K – – –
AGWCA
730
Annis Gardner Whiting Capital Advisors
Florida
$1.39K +$359 +5 +36%
MIM
731
MTM Investment Management
South Carolina
$1.32K -$10.1K -140 -89%
BHWM
732
Bay Harbor Wealth Management
Maryland
$1.25K +$359 +5 +42%
CMA
733
Cedar Mountain Advisors
Oregon
$1.25K +$1.22K +17 New
BHWM
734
Beaird Harris Wealth Management
Texas
$1.23K +$1.22K +17 New
GFWA
735
Grey Fox Wealth Advisors
Delaware
$1.17K +$1.15K +16 New
AWM
736
Activest Wealth Management
Florida
$1.1K +$431 +6 +67%
SFCL
737
Strengthening Families & Communities LLC
Massachusetts
$1.03K +$1.01K +14 New
NWM
738
Nova Wealth Management
Florida
$1.03K – – –
CIA
739
Cape Investment Advisory
Georgia
$1.03K +$1.01K +14 New
CAL
740
Capital Advisors Ltd
Ohio
$1K – – –
PCM
741
Penserra Capital Management
California
$1K +$215 +3 +13%
WA
742
WestEnd Advisors
North Carolina
$952 +$934 +13 New
VWA
743
Valued Wealth Advisors
Utah
$880 – – –
AG
744
AmeriFlex Group
Nevada
$879 -$4.96K -69 -85%
PWA
745
Principia Wealth Advisory
Texas
$879 -$72 -1 -8%
TIM
746
Tortoise Investment Management
New York
$879 +$575 +8 +200%
AA
747
Ancora Advisors
Ohio
$733 – – –
CFD
748
Creative Financial Designs
Indiana
$733 – – –
FMP
749
Financial Management Professionals
Texas
$733 – – –
NL
750
NVWM LLC
Pennsylvania
$733 – – –
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30
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