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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
376
Jacobi Capital Management
Pennsylvania
$582K +$5.87K +45 +1%
CFFP
377
Center for Financial Planning
Michigan
$581K +$52.4K +402 +10%
T
378
TRUADVICE
Florida
$579K +$320K +2,454 +120%
CCM
379
Coldstream Capital Management
Washington
$572K +$58K +445 +11%
VI
380
Vestcor Inc
New Brunswick, Canada
$572K +$188K +1,444 +47%
CWS
381
Confluence Wealth Services
Pennsylvania
$567K
CF
382
Copperwynd Financial
Arizona
$564K -$15.1K -116 -3%
TA
383
Tiedemann Advisors
New York
$561K -$4.96K -38 -0.9%
CWA
384
Centennial Wealth Advisory
Michigan
$554K +$101K +771 +21%
CAL
385
Capital Advisors Ltd
Ohio
$553K +$1.3K +10 +0.2%
V
386
Veritable
Delaware
$550K +$30K +230 +6%
MCWS
387
McKinley Carter Wealth Services
West Virginia
$547K
Federated Hermes
388
Federated Hermes
Pennsylvania
$546K -$149K -1,145 -21%
SC
389
Savant Capital
Illinois
$545K +$34.8K +267 +7%
BSW
390
Buckingham Strategic Wealth
Missouri
$543K +$35K +268 +7%
BBVA
391
Banco Bilbao Vizcaya Argentaria
Spain
$542K +$2.22K +17 +0.4%
MBT
392
Montecito Bank & Trust
California
$532K +$8.61K +66 +2%
ECM
393
Everence Capital Management
Indiana
$529K
RFC
394
Regions Financial Corp
Alabama
$529K +$20.2K +155 +4%
CTC
395
Central Trust Company
Missouri
$527K -$38.1K -292 -7%
VVP
396
Venture Visionary Partners
Ohio
$525K -$17.7K -136 -3%
CC
397
Chicago Capital
Illinois
$516K
GIA
398
Gladstone Institutional Advisory
Florida
$508K -$14.2K -109 -3%
SC
399
Stephens Consulting
Michigan
$497K -$83.1K -637 -14%
EF
400
Empirical Finance
Pennsylvania
$496K +$27.4K +210 +6%