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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
776
Activest Wealth Management
Florida
$629 -$436 -6 -40%
OCM
777
Orion Capital Management
California
$629 – – –
OC
778
Optima Capital
Oregon
$629 +$655 +9 New
AGWCA
779
Annis Gardner Whiting Capital Advisors
Florida
$560 -$800 -11 -58%
HIA
780
HFM Investment Advisors
New Jersey
$560 -$73 -1 -11%
QWM
781
Quaker Wealth Management
New Jersey
$560 -$73 -1 -11%
ACA
782
American Capital Advisory
Idaho
$560 – – –
Kayne Anderson Rudnick Investment Management
783
Kayne Anderson Rudnick Investment Management
California
$559 – – –
LAS
784
Lloyd Advisory Services
Georgia
$539 +$582 +8 New
AF
785
Advisornet Financial
Minnesota
$490 – – –
SHIM
786
Stone House Investment Management
Pennsylvania
$490 – – –
DCM
787
Davis Capital Management
Florida
$490 +$291 +4 +133%
BWL
788
Bogart Wealth LLC
Virginia
$490 +$509 +7 New
AG
789
AmeriFlex Group
Nevada
$420 -$436 -6 -50%
RWS
790
Retirement Wealth Solutions
Wisconsin
$420 +$73 +1 +20%
SA
791
Seneschal Advisors
Washington
$420 +$145 +2 +50%
KCM
792
Key Capital Management
Tennessee
$420 +$436 +6 New
RPA
793
Redwood Park Advisors
California
$350 – – –
NL
794
NorthAvenue LLC
Ohio
$350 +$364 +5 New
SWM
795
SHP Wealth Management
Massachusetts
$331 +$364 +5 New
CWP
796
Clark Wealth Partners
Illinois
$280 – – –
GFA
797
Godfrey Financial Associates
New York
$280 +$291 +4 New
DF
798
DecisionPoint Financial
Arizona
$210 – – –
MCA
799
McGuire Capital Advisors
Oklahoma
$210 +$218 +3 New
TFM
800
TFC Financial Management
Massachusetts
$70 – – –