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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Confluence Wealth Services
376
Confluence Wealth Services
Pennsylvania
$562K – – –
PAM
377
Premier Asset Management
Illinois
$561K -$214K -1,751 -29%
FIM
378
Freedom Investment Management
Connecticut
$561K +$107K +876 +26%
OTL
379
Oak Thistle LLC
New York
$561K +$518K +4,244 New
CFFP
380
Center for Financial Planning
Michigan
$553K +$15.7K +129 +3%
Spire Wealth Management
381
Spire Wealth Management
Virginia
$552K -$279K -2,284 -35%
STRS Ohio
382
STRS Ohio
Ohio
$551K -$110K -900 -18%
ECM
383
Everence Capital Management
Indiana
$551K – – –
MBT
384
Montecito Bank & Trust
California
$547K -$6.34K -52 -1%
Veritable
385
Veritable
Delaware
$544K +$14.9K +122 +3%
GIA
386
Gladstone Institutional Advisory
Florida
$544K +$502K +4,116 New
Coldstream Capital Management
387
Coldstream Capital Management
Washington
$538K -$26.8K -220 -5%
Chicago Capital
388
Chicago Capital
Illinois
$538K – – –
Savant Capital
389
Savant Capital
Illinois
$533K -$3.78K -31 -0.8%
Regions Financial Corp
390
Regions Financial Corp
Alabama
$532K -$8.9K -73 -2%
Buckingham Strategic Wealth
391
Buckingham Strategic Wealth
Missouri
$531K -$23.3K -191 -5%
Davenport & Co
392
Davenport & Co
Virginia
$501K – – –
B. Metzler seel. Sohn & Co
393
B. Metzler seel. Sohn & Co
Germany
$498K – – –
PWMG
394
Pinnacle Wealth Management Group
Michigan
$494K -$15.9K -130 -3%
Empirical Finance
395
Empirical Finance
Pennsylvania
$490K +$50K +410 +12%
HVIA
396
Hudson Valley Investment Advisors
New York
$487K -$141K -1,155 -24%
DPI
397
Diversified Portfolios Inc
Michigan
$484K – – –
SIC
398
SJS Investment Consulting
Ohio
$484K +$244 +2 +0.1%
CWA
399
Centennial Wealth Advisory
Michigan
$476K +$27.7K +227 +7%
Cresset Asset Management
400
Cresset Asset Management
Illinois
$475K -$758K -6,214 -64%