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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
LS
401
Livforsakringsbolaget Skandia
Sweden
$380K – – –
SAS
402
Sanford Advisory Services
Michigan
$375K – – –
NRS
403
Neville Rodie & Shaw
New York
$373K – – –
OAM
404
Oppenheimer Asset Management
New York
$373K +$102K +972 +42%
SW
405
SVB Wealth
Massachusetts
$371K +$8.92K +85 +3%
GIA
406
Gateway Investment Advisers
Ohio
$368K -$14.9K -142 -4%
SW
407
SkyOak Wealth
Michigan
$360K -$24.9K -237 -7%
QVT
408
Quantitative Value Technologies
Kansas
$359K +$333K +3,167 New
CI
409
Conning Inc
Connecticut
$358K -$18.5K -176 -5%
WI
410
Wintrust Investments
Illinois
$356K +$330K +3,143 New
SPIA
411
Steward Partners Investment Advisory
New York
$351K +$220K +2,095 +210%
TPCW
412
TD Private Client Wealth
New York
$349K -$14.7K -140 -4%
SBIA
413
Sheaff Brock Investment Advisors
Indiana
$348K – – –
CSIC
414
Clifford Swan Investment Counsel
California
$346K – – –
TCM
415
Teza Capital Management
Illinois
$346K +$321K +3,057 New
PCS
416
Personal CFO Solutions
New Jersey
$342K -$102K -969 -24%
AWM
417
Affinity Wealth Management
Delaware
$340K +$2.31K +22 +0.8%
C1AG
418
Client 1st Advisory Group
Florida
$338K – – –
JMPWA
419
JP Morgan Private Wealth Advisors
California
$337K -$103K -980 -25%
CCM
420
Coldstream Capital Management
Washington
$337K +$3.57K +34 +1%
IA
421
Icon Advisers
Colorado
$333K -$666K -6,345 -68%
WCM
422
WealthBridge Capital Management
Ohio
$333K -$114K -1,084 -27%
AWM
423
Avior Wealth Management
Nebraska
$331K – – –
NFG
424
Next Financial Group
Texas
$331K +$135K +1,290 +79%
VF
425
Virtu Financial
New York
$330K +$306K +2,916 New
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