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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
351
Essex Financial Services
Connecticut
$572K +$620K +5,765 New
EWM
352
EPG Wealth Management
Georgia
$567K -$64.2K -597 -9%
JMPWA
353
JP Morgan Private Wealth Advisors
California
$560K +$607K +5,640 New
PGAM
354
Princeton Global Asset Management
New Jersey
$551K – – –
WC
355
Wexford Capital
Florida
$545K +$591K +5,490 New
AAS
356
Avantax Advisory Services
Texas
$544K +$71.7K +666 +14%
LFP
357
Lakeshore Financial Planning
Michigan
$544K +$590K +5,482 New
PPW
358
Parcion Private Wealth
Washington
$542K – – –
VWM
359
Venturi Wealth Management
Texas
$535K -$111K -1,036 -16%
AWA
360
Acorn Wealth Advisors
Michigan
$532K +$2.8K +26 +0.5%
CCP
361
Clarkston Capital Partners
Michigan
$532K – – –
PA
362
Pinnacle Associates
New York
$528K -$16.5K -153 -3%
LPT
363
Legacy Private Trust
Wisconsin
$525K – – –
WJWM
364
Williams Jones Wealth Management
New York
$512K -$1.72K -16 -0.3%
AI
365
Atom Investors
Texas
$511K +$554K +5,146 New
SAG
366
SageView Advisory Group
California
$509K -$6.78K -63 -1%
GT
367
Glenview Trust
Kentucky
$503K -$64K -595 -11%
TPA
368
Trivium Point Advisory
Connecticut
$498K +$551K +5,120 New
DADC
369
D.A. Davidson & Co
Montana
$492K +$533K +4,954 New
SC
370
Savant Capital
Illinois
$489K -$50K -465 -9%
CFFP
371
Center for Financial Planning
Michigan
$488K – – –
HFAS
372
Hummer Financial Advisory Services
Illinois
$482K – – –
AAM
373
Advisors Asset Management
Colorado
$482K +$64.9K +603 +14%
SCM
374
Stevens Capital Management
Pennsylvania
$475K +$290K +2,700 +130%
ACM
375
Advance Capital Management
Michigan
$468K -$82.3K -765 -14%
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