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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
ESCM
426
Echo Street Capital Management
New York
$388K +$358K +2,936 New
FTDI
427
First Trust Direct Indexing
Massachusetts
$387K -$3.29K -27 -0.9%
BCM
428
Brookstone Capital Management
Illinois
$375K -$257K -2,104 -43%
PCS
429
Personal CFO Solutions
New Jersey
$375K +$346K +2,839 New
SAS
430
Sanford Advisory Services
Michigan
$373K – – –
EWM
431
EPG Wealth Management
Georgia
$373K +$31.6K +259 +10%
WI
432
Wintrust Investments
Illinois
$372K +$122 +1 +0%
HTC
433
Haverford Trust Company
Pennsylvania
$359K +$332K +2,718 New
TI
434
Trexquant Investment
Connecticut
$358K +$330K +2,709 New
CL
435
CSS LLC
Illinois
$357K – – –
APA
436
American Portfolios Advisors
New York
$356K +$43.7K +358 +15%
VCM
437
Verde Capital Management
Michigan
$350K +$323K +2,647 New
LNC
438
Lincoln National Corp
Pennsylvania
$345K +$2.32K +19 +0.7%
SBIA
439
Sheaff Brock Investment Advisors
Indiana
$344K – – –
ACM
440
AlphaCrest Capital Management
New York
$343K -$736K -6,035 -70%
CSIC
441
Clifford Swan Investment Counsel
California
$340K – – –
CI
442
CPR Investments
Michigan
$339K -$10.4K -85 -3%
AWM
443
Affinity Wealth Management
Delaware
$338K – – –
PA
444
Parallel Advisors
California
$338K +$61.1K +501 +24%
C1AG
445
Client 1st Advisory Group
Florida
$336K – – –
JCM
446
J2 Capital Management
Michigan
$334K – – –
SW
447
SVB Wealth
Massachusetts
$334K +$19.1K +157 +7%
WCM
448
WealthBridge Capital Management
Ohio
$331K – – –
RIS
449
Retirement Income Solutions
Michigan
$330K +$19.3K +158 +7%
SW
450
SkyOak Wealth
Michigan
$319K -$15.2K -125 -5%
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