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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
401
Venturi Wealth Management
Texas
$512K -$44.8K -415 -8%
FPAS
402
Focus Partners Advisor Solutions
Missouri
$511K +$491K +4,555 New
GT
403
Glenview Trust
Kentucky
$500K -$16.8K -156 -3%
OLVIG
404
Oliver Lagore Vanvalin Investment Group
Michigan
$496K -$574K -5,322 -55%
KPWS
405
Kestra Private Wealth Services
Texas
$486K +$111K +1,025 +31%
BFG
406
Bleakley Financial Group
New Jersey
$486K -$432 -4 -0.1%
SW
407
Simplicity Wealth
New Jersey
$484K +$466K +4,319 New
MFIM
408
Mesirow Financial Investment Management
Illinois
$470K +$55.8K +517 +14%
MWM
409
MGB Wealth Management
Texas
$466K – – –
NP
410
NorthRock Partners
Minnesota
$463K +$5.83K +54 +1%
AIMCA
411
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$460K – – –
CC
412
Chicago Capital
Illinois
$457K -$15.5K -144 -3%
CCM
413
Coldstream Capital Management
Washington
$457K -$27K -250 -6%
GIA
414
Gladstone Institutional Advisory
Florida
$455K -$27K -250 -6%
VVP
415
Venture Visionary Partners
Ohio
$451K – – –
RJT
416
Raymond James Trust
Florida
$450K -$20.9K -194 -5%
OAM
417
Ostrum Asset Management
France
$446K – – –
CWM
418
Calamos Wealth Management
Illinois
$445K -$216 -2 -0.1%
FRM
419
Fox Run Management
Connecticut
$443K +$426K +3,951 New
OIA
420
OneDigital Investment Advisors
Kansas
$438K +$22.6K +209 +6%
CTC
421
Central Trust Company
Missouri
$437K -$540 -5 -0.1%
JCM
422
Jacobi Capital Management
Pennsylvania
$436K +$3.13K +29 +0.8%
SC
423
Stephens Consulting
Michigan
$431K -$16.7K -155 -4%
MCWS
424
McKinley Carter Wealth Services
West Virginia
$429K – – –
AWA
425
Arbor Wealth Advisors
Michigan
$427K – – –
15 16
17
18 19