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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Belpointe Asset Management
451
Belpointe Asset Management
Nevada
$298K +$71.9K +615 +29%
NFG
452
Next Financial Group
Texas
$296K -$26.8K -229 -8%
AFG
453
Allegheny Financial Group
Pennsylvania
$296K +$314K +2,686 New
Clifford Swan Investment Counsel
454
Clifford Swan Investment Counsel
California
$294K -$13.7K -117 -4%
Empirical Finance
455
Empirical Finance
Pennsylvania
$293K +$48.1K +411 +18%
SP
456
Symmetry Partners
Connecticut
$292K – – –
IIC
457
Integrated Investment Consultants
Michigan
$290K – – –
EWM
458
EPG Wealth Management
Georgia
$289K +$36.5K +312 +14%
Putnam Investments
459
Putnam Investments
Massachusetts
$286K -$112K -956 -27%
CDH
460
Charles D. Hyman
$285K – – –
CAM
461
Centre Asset Management
New York
$284K – – –
AWM
462
Affinity Wealth Management
Delaware
$281K +$3.16K +27 +1%
KeyBank National Association
463
KeyBank National Association
Ohio
$281K +$26.9K +230 +10%
PSP
464
Principal Street Partners
Tennessee
$277K -$483K -4,130 -62%
Kestra Private Wealth Services
465
Kestra Private Wealth Services
Texas
$276K +$293K +2,502 New
OneDigital Investment Advisors
466
OneDigital Investment Advisors
Kansas
$272K – – –
AIM
467
Aspen Investment Management
Michigan
$271K – – –
Lincoln National Corp
468
Lincoln National Corp
Pennsylvania
$269K +$234 +2 +0.1%
JIP
469
JBJ Investment Partners
South Carolina
$267K +$283K +2,418 New
CCP
470
Corient Capital Partners
California
$265K +$14.9K +127 +6%
MIM
471
MTM Investment Management
South Carolina
$264K – – –
AWP
472
Abacus Wealth Partners
California
$262K +$7.25K +62 +3%
MCF Advisors
473
MCF Advisors
Kentucky
$261K – – –
FMW
474
Farr Miller & Washington
District of Columbia
$260K – – –
TC
475
Telemus Capital
Michigan
$256K -$15.7K -134 -5%