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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
376
Premier Asset Management
Illinois
$561K -$214K -1,751 -29%
FIM
377
Freedom Investment Management
Connecticut
$561K +$107K +876 +26%
OTL
378
Oak Thistle LLC
New York
$561K +$518K +4,244 New
CFFP
379
Center for Financial Planning
Michigan
$553K +$15.7K +129 +3%
SWM
380
Spire Wealth Management
Virginia
$552K -$279K -2,284 -35%
SO
381
STRS Ohio
Ohio
$551K -$110K -900 -18%
ECM
382
Everence Capital Management
Indiana
$551K – – –
MBT
383
Montecito Bank & Trust
California
$547K -$6.34K -52 -1%
V
384
Veritable
Delaware
$544K +$14.9K +122 +3%
GIA
385
Gladstone Institutional Advisory
Florida
$544K +$502K +4,116 New
CCM
386
Coldstream Capital Management
Washington
$538K -$26.8K -220 -5%
CC
387
Chicago Capital
Illinois
$538K – – –
SC
388
Savant Capital
Illinois
$533K -$3.78K -31 -0.8%
RFC
389
Regions Financial Corp
Alabama
$532K -$8.9K -73 -2%
BSW
390
Buckingham Strategic Wealth
Missouri
$531K -$23.3K -191 -5%
DC
391
Davenport & Co
Virginia
$501K – – –
BMSSC
392
B. Metzler seel. Sohn & Co
Germany
$498K – – –
PWMG
393
Pinnacle Wealth Management Group
Michigan
$494K -$15.9K -130 -3%
EF
394
Empirical Finance
Pennsylvania
$490K +$50K +410 +12%
HVIA
395
Hudson Valley Investment Advisors
New York
$487K -$141K -1,155 -24%
DPI
396
Diversified Portfolios Inc
Michigan
$484K – – –
SIC
397
SJS Investment Consulting
Ohio
$484K +$244 +2 +0.1%
CWA
398
Centennial Wealth Advisory
Michigan
$476K +$27.7K +227 +7%
CAM
399
Cresset Asset Management
Illinois
$475K -$758K -6,214 -64%
WSC
400
Wellington Shields & Co
New York
$463K – – –
14 15
16
17 18