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CMS Energy
CMS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
751
Elevation Wealth Partners
California
$2.68K – – –
SWM
752
SHP Wealth Management
Massachusetts
$2.66K – – –
MSG
753
Main Street Group
Virginia
$2.6K – – –
CCMI
754
Creative Capital Management Investments
California
$2.45K +$2.4K +32 New
KCM
755
Key Capital Management
Tennessee
$2.37K – – –
STB
756
S&T Bank
Pennsylvania
$2.37K +$1.57K +21 +210%
LF
757
LifeSteps Financial
California
$2.37K +$2.32K +31 New
MS
758
Monetary Solutions
Ohio
$2.29K – – –
DF
759
Dunhill Financial
United Kingdom
$2.27K -$150 -2 -6%
JSAM
760
J. Safra Asset Management
New York
$2.22K -$2.32K -31 -52%
MEG
761
Millstone Evans Group
Colorado
$2.22K +$2.17K +29 New
LAS
762
Lloyd Advisory Services
Georgia
$2.21K +$75 +1 +4%
JFGIW
763
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.07K -$31.2K -416 -94%
PCM
764
Penserra Capital Management
California
$2K – – –
PWMG
765
Private Wealth Management Group
New Jersey
$1.84K – – –
PS
766
Planning Strategies
Pennsylvania
$1.84K +$1.8K +24 New
RWM
767
Raffa Wealth Management
District of Columbia
$1.61K -$150 -2 -9%
FGA
768
Fortis Group Advisors
New Jersey
$1.53K +$1.5K +20 New
CFSG
769
Community Financial Services Group
Vermont
$1.52K – – –
SFS
770
Sunrise Financial Services
Washington
$1.38K – – –
CMA
771
Cedar Mountain Advisors
Oregon
$1.3K – – –
HIA
772
HFM Investment Advisors
New Jersey
$1.3K +$600 +8 +89%
AT
773
Arlington Trust
Alabama
$1.22K – – –
AF
774
Advisornet Financial
Minnesota
$1.15K +$150 +2 +15%
WA
775
WestEnd Advisors
North Carolina
$1.15K +$150 +2 +15%
29 30
31
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