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CMS Energy

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