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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
426
OneDigital Investment Advisors
Kansas
$560K +$44.2K +367 +9%
WAM
427
WNY Asset Management
New York
$560K
PGAM
428
Princeton Global Asset Management
New Jersey
$553K -$14.5K -120 -3%
Lido Advisors
429
Lido Advisors
California
$549K +$121 +1 +0%
BFG
430
Bleakley Financial Group
New Jersey
$546K +$6.51K +54 +1%
JCM
431
Jacobi Capital Management
Pennsylvania
$540K +$20.7K +172 +4%
FA
432
Fiduciary Alliance
South Carolina
$532K
CC
433
Chicago Capital
Illinois
$530K +$6.03K +50 +1%
BCI
434
Brinker Capital Investments
Pennsylvania
$530K -$10.2K -85 -2%
OPS
435
Orion Portfolio Solutions
Nebraska
$530K -$10.2K -85 -2%
MWM
436
MGB Wealth Management
Texas
$530K
GT
437
Glenview Trust
Kentucky
$526K -$16.9K -140 -3%
VVP
438
Venture Visionary Partners
Ohio
$518K +$1.93K +16 +0.4%
GIA
439
Gladstone Institutional Advisory
Florida
$517K +$241 +2 +0%
SSA
440
Schonfeld Strategic Advisors
New York
$512K +$208K +1,724 +76%
CCM
441
Coldstream Capital Management
Washington
$507K +$29.7K +246 +7%
MPWT
442
MassMutual Private Wealth & Trust
Connecticut
$507K +$37.7K +313 +9%
MYLI
443
Meiji Yasuda Life Insurance
Japan
$506K +$475K +3,937 New
IWC
444
Integrated Wealth Concepts
Massachusetts
$494K +$3.74K +31 +0.8%
SP
445
Stonebrook Private
Michigan
$494K -$13.1K -109 -3%
SC
446
Stephens Consulting
Michigan
$493K
HI
447
Harbour Investments
Wisconsin
$492K +$183K +1,515 +65%
MCWS
448
McKinley Carter Wealth Services
West Virginia
$491K
AWA
449
Arbor Wealth Advisors
Michigan
$489K
SAG
450
SageView Advisory Group
California
$485K -$109K -902 -19%