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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Pinnacle Associates
New York
$602K +$84.8K +761 +16%
ACM
352
Advance Capital Management
Michigan
$602K
PPW
353
Parcion Private Wealth
Washington
$601K -$3.79K -34 -0.6%
SC
354
Savant Capital
Illinois
$593K +$20.1K +180 +3%
CCP
355
Clarkston Capital Partners
Michigan
$589K
AWA
356
Acorn Wealth Advisors
Michigan
$587K +$11.3K +101 +2%
CCM
357
Coldstream Capital Management
Washington
$583K +$25.5K +229 +5%
LPT
358
Legacy Private Trust
Wisconsin
$582K
MAS
359
Meeder Advisory Services
Ohio
$579K +$64.1K +575 +12%
SAG
360
SageView Advisory Group
California
$571K +$578K +5,188 New
BP
361
Ballentine Partners
Massachusetts
$570K +$577K +5,180 New
WJWM
362
Williams Jones Wealth Management
New York
$570K
LNWWM
363
Laird Norton Wetherby Wealth Management
California
$562K -$3.23K -29 -0.6%
Macquarie Group
364
Macquarie Group
Australia
$561K
PP
365
Prudential plc
United Kingdom
$551K -$5.24K -47 -0.9%
BCI
366
Brinker Capital Investments
Pennsylvania
$545K +$55.9K +502 +11%
OPS
367
Orion Portfolio Solutions
Nebraska
$545K +$55.9K +502 +11%
CFFP
368
Center for Financial Planning
Michigan
$541K +$22.3K +200 +4%
HFAS
369
Hummer Financial Advisory Services
Illinois
$534K
AAS
370
Avantax Advisory Services
Texas
$530K +$50K +449 +10%
CF
371
Copperwynd Financial
Arizona
$514K +$20.2K +181 +4%
MCM
372
MAI Capital Management
Ohio
$504K +$60.1K +539 +13%
V
373
Veritable
Delaware
$503K +$36.1K +324 +8%
CAL
374
Capital Advisors Ltd
Ohio
$491K +$10.7K +96 +2%
SOAMC
375
Spirit of America Management Corp
New York
$490K +$267K +2,400 +117%