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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
351
Parcion Private Wealth
Washington
$602K – – –
Ingalls & Snyder LLC
352
Ingalls & Snyder LLC
New York
$592K -$64K -625 -10%
CWA
353
Centennial Wealth Advisory
Michigan
$592K -$79.2K -773 -13%
AEPWM
354
Atlantic Edge Private Wealth Management
Florida
$591K +$549K +5,360 New
CCP
355
Clarkston Capital Partners
Michigan
$591K – – –
Kingswood Wealth Advisors
356
Kingswood Wealth Advisors
California
$586K +$336K +3,275 +160%
AWA
357
Acorn Wealth Advisors
Michigan
$586K -$4.82K -47 -0.9%
LPT
358
Legacy Private Trust
Wisconsin
$583K – – –
GTS Securities
359
GTS Securities
Florida
$579K +$126K +1,226 +30%
CFGS
360
Concourse Financial Group Securities
Alabama
$579K +$483K +4,718 +981%
Choreo LLC
361
Choreo LLC
Illinois
$571K +$319K +3,118 +152%
Williams Jones Wealth Management
362
Williams Jones Wealth Management
New York
$569K – – –
Aquatic Capital Management
363
Aquatic Capital Management
Illinois
$562K -$4.98M -48,600 -91%
Savant Capital
364
Savant Capital
Illinois
$553K +$9.02K +88 +2%
CF
365
Copperwynd Financial
Arizona
$552K +$32K +312 +7%
KeyBank National Association
366
KeyBank National Association
Ohio
$552K +$255K +2,487 +99%
FI
367
FJ Investments
Utah
$552K +$513K +5,006 New
VWM
368
Venturi Wealth Management
Texas
$549K -$41.6K -406 -8%
D.A. Davidson & Co
369
D.A. Davidson & Co
Montana
$545K -$1.02K -10 -0.2%
CFFP
370
Center for Financial Planning
Michigan
$537K -$5.33K -52 -1%
Investment Management Corp of Ontario (IMCO)
371
Investment Management Corp of Ontario (IMCO)
Canada
$534K +$496K +4,842 New
Lido Advisors
372
Lido Advisors
California
$533K +$38.1K +372 +8%
Laird Norton Wetherby Wealth Management
373
Laird Norton Wetherby Wealth Management
California
$524K +$138K +1,343 +39%
Advance Capital Management
374
Advance Capital Management
Michigan
$520K +$615 +6 +0.1%
AC
375
AXQ Capital
New Jersey
$518K +$482K +4,700 New