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CMS Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
801
BOK Financial Private Wealth
Colorado
$536 +$525 +7 New
SA
802
Seneschal Advisors
Washington
$459 – – –
RJA
803
Ross\Johnson & Associates
Minnesota
$459 +$75 +1 +20%
M
804
MOTCO
Texas
$459 +$450 +6 New
SFCL
805
Strengthening Families & Communities LLC
Massachusetts
$459 +$450 +6 New
KFG
806
Kingdom Financial Group
Arizona
$350 -$1.72K -23 -82%
GFA
807
Godfrey Financial Associates
New York
$306 – – –
RPA
808
Redwood Park Advisors
California
$306 – – –
AWM
809
Activest Wealth Management
Florida
$306 +$300 +4 New
DF
810
DecisionPoint Financial
Arizona
$304 +$75 +1 +33%
JWM
811
JPL Wealth Management
Colorado
$230 +$225 +3 New
HHGA
812
Halbert Hargrove Global Advisors
California
$205 +$225 +3 New
MWM
813
Mascoma Wealth Management
New Hampshire
$153 +$150 +2 New
TCA
814
Trifecta Capital Advisors
Illinois
$153 +$150 +2 New
TFM
815
TFC Financial Management
Massachusetts
$77 – – –
HIA
816
Highland Investment Advisors
Florida
$77 +$75 +1 New
MCA
817
Maryland Capital Advisors
Maryland
$77 +$75 +1 New
MWA
818
Medallion Wealth Advisors
Connecticut
$77 +$75 +1 New
AWM
819
Abound Wealth Management
Tennessee
$46 – – –
YCM
820
Yaupon Capital Management
New York
– -$35.1M -452,563 Closed
BC
821
Brookfield Corp
Ontario, Canada
– -$28.1M -362,641 Closed
TCA
822
Tortoise Capital Advisors
Kansas
– -$17.4M -223,947 Closed
VV
823
Verbena Value
Connecticut
– -$17M -219,500 Closed
Man Group
824
Man Group
United Kingdom
– -$17M -218,987 Closed
GCM
825
Greenland Capital Management
New York
– -$10.6M -137,060 Closed