DTE icon

DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
376
Cerity Partners
New York
$591K +$352K +2,699 +137%
UCFA
377
United Capital Financial Advisors
Texas
$587K +$13.8K +106 +2%
JCM
378
Jacobi Capital Management
Pennsylvania
$582K +$5.87K +45 +1%
CFFP
379
Center for Financial Planning
Michigan
$581K +$52.4K +402 +10%
T
380
TRUADVICE
Florida
$579K +$320K +2,454 +120%
CCM
381
Coldstream Capital Management
Washington
$572K +$58K +445 +11%
VI
382
Vestcor Inc
New Brunswick, Canada
$572K +$188K +1,444 +47%
CWS
383
Confluence Wealth Services
Pennsylvania
$567K – – –
CF
384
Copperwynd Financial
Arizona
$564K -$15.1K -116 -3%
TA
385
Tiedemann Advisors
New York
$561K -$4.96K -38 -0.9%
CWA
386
Centennial Wealth Advisory
Michigan
$554K +$101K +771 +21%
CAL
387
Capital Advisors Ltd
Ohio
$553K +$1.3K +10 +0.2%
V
388
Veritable
Delaware
$550K +$30K +230 +6%
MCWS
389
McKinley Carter Wealth Services
West Virginia
$547K – – –
Federated Hermes
390
Federated Hermes
Pennsylvania
$546K -$149K -1,145 -21%
SC
391
Savant Capital
Illinois
$545K +$34.8K +267 +7%
BSW
392
Buckingham Strategic Wealth
Missouri
$543K +$35K +268 +7%
BBVA
393
Banco Bilbao Vizcaya Argentaria
Spain
$542K +$2.22K +17 +0.4%
MBT
394
Montecito Bank & Trust
California
$532K +$8.61K +66 +2%
ECM
395
Everence Capital Management
Indiana
$529K – – –
RFC
396
Regions Financial Corp
Alabama
$529K +$20.2K +155 +4%
CTC
397
Central Trust Company
Missouri
$527K -$38.1K -292 -7%
VVP
398
Venture Visionary Partners
Ohio
$525K -$17.7K -136 -3%
CC
399
Chicago Capital
Illinois
$516K – – –
GIA
400
Gladstone Institutional Advisory
Florida
$508K -$14.2K -109 -3%