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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
326
Pathstone Family Office
New Jersey
$760K +$851K +6,591 New
MAM
327
Meeder Asset Management
Ohio
$758K +$119K +920 +16%
VWM
328
Venturi Wealth Management
Texas
$754K -$38.6K -299 -4%
NP
329
Ninepoint Partners
Ontario, Canada
$749K – – –
PGAM
330
Princeton Global Asset Management
New Jersey
$747K -$24.5K -190 -3%
ISL
331
Ingalls & Snyder LLC
New York
$744K -$6.46K -50 -0.8%
PA
332
Probity Advisors
Texas
$743K -$14.3K -111 -2%
HT
333
Heritage Trust
Oklahoma
$742K -$1.03K -8 -0.1%
TA
334
TFG Advisers
Michigan
$734K -$8.53K -66 -1%
IAA
335
Independent Advisor Alliance
North Carolina
$732K +$10.6K +82 +1%
NEI
336
Northwest & Ethical Investments
Ontario, Canada
$732K -$22.5K -174 -3%
MYAM
337
Meiji Yasuda Asset Management
Japan
$724K -$20.7K -160 -2%
BCV
338
Banque Cantonale Vaudoise
Switzerland
$719K – – –
NW
339
NewEdge Wealth
Pennsylvania
$713K -$517 -4 -0.1%
FIM
340
Freedom Investment Management
Connecticut
$703K +$112K +866 +17%
FT
341
Fiduciary Trust
Massachusetts
$701K -$103K -800 -12%
BFG
342
Barber Financial Group
Kansas
$694K +$775 +6 +0.1%
GIA
343
Gateway Investment Advisers
Ohio
$693K -$89.4K -692 -10%
TA
344
Tiedemann Advisors
New York
$687K +$198K +1,533 +35%
MSAM
345
Moloney Securities Asset Management
Missouri
$674K +$757K +5,859 New
S
346
Seeyond
France
$660K -$318K -2,461 -30%
PA
347
Pinnacle Associates
New York
$636K +$28.8K +223 +4%
ACM
348
Advance Capital Management
Michigan
$630K – – –
PPW
349
Parcion Private Wealth
Washington
$629K – – –
BPA
350
Beacon Pointe Advisors
California
$628K -$5.04K -39 -0.7%
12 13
14
15 16