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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
376
Kingswood Wealth Advisors
California
$600K +$9.84K +88 +2%
MAS
377
Meeder Advisory Services
Ohio
$596K -$99.7K -892 -14%
AWA
378
Acorn Wealth Advisors
Michigan
$588K -$2.35K -21 -0.4%
LPT
379
Legacy Private Trust
Wisconsin
$587K – – –
ISL
380
Ingalls & Snyder LLC
New York
$585K -$11.2K -100 -2%
SC
381
Savant Capital
Illinois
$584K +$19.7K +176 +3%
CWA
382
Centennial Wealth Advisory
Michigan
$580K +$2.68K +24 +0.5%
SIA
383
Schechter Investment Advisors
Michigan
$577K +$581K +5,201 New
FRM
384
Fox Run Management
Connecticut
$577K +$139K +1,247 +32%
SGI
385
Summit Global Investments
Utah
$577K -$110K -987 -16%
EP
386
Edgestream Partners
New Jersey
$576K -$4.36M -39,003 -88%
RAM
387
Readystate Asset Management
Illinois
$564K +$568K +5,079 New
TA
388
Tectonic Advisors
Texas
$557K +$47.1K +421 +9%
Envestnet Portfolio Solutions
389
Envestnet Portfolio Solutions
Illinois
$557K +$24.8K +222 +5%
CFFP
390
Center for Financial Planning
Michigan
$549K -$2.79K -25 -0.5%
MC
391
Machina Capital
France
$546K +$274K +2,450 +99%
DADC
392
D.A. Davidson & Co
Montana
$545K +$3.8K +34 +0.7%
LJAC
393
L.J. Altfest & Co
New York
$535K +$539K +4,819 New
HCA
394
Harbor Capital Advisors
Illinois
$533K +$671 +6 +0.1%
WJWM
395
Williams Jones Wealth Management
New York
$531K -$11.2K -100 -2%
VWM
396
Venturi Wealth Management
Texas
$524K +$17.9K +160 +4%
GI
397
GAMMA Investing
California
$522K +$206K +1,840 +64%
LNWWM
398
Laird Norton Wetherby Wealth Management
California
$520K -$8.16K -73 -2%
SAG
399
SageView Advisory Group
California
$520K -$160K -1,434 -23%
Focus Partners Wealth
400
Focus Partners Wealth
Massachusetts
$518K +$521K +4,660 New