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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Clifford Swan Investment Counsel
451
Clifford Swan Investment Counsel
California
$325K – – –
C1AG
452
Client 1st Advisory Group
Florida
$322K – – –
RIS
453
Retirement Income Solutions
Michigan
$321K +$4.43K +34 +1%
PAM
454
Premier Asset Management
Illinois
$320K -$233K -1,786 -42%
JCM
455
J2 Capital Management
Michigan
$320K – – –
Stephens Inc
456
Stephens Inc
Arkansas
$320K +$59.1K +453 +22%
MC
457
Moors & Cabot
Massachusetts
$318K +$51.3K +393 +19%
WCM
458
WealthBridge Capital Management
Ohio
$317K +$130 +1 +0%
TSS
459
Two Sigma Securities
New York
$316K +$326K +2,496 New
CI
460
CPR Investments
Michigan
$313K -$11.6K -89 -3%
CI
461
Cigna Investments
Connecticut
$312K -$115K -881 -26%
SW
462
SkyOak Wealth
Michigan
$306K – – –
AWM
463
Affinity Wealth Management
Delaware
$305K – – –
RGF
464
Retirement Guys Formula
Ohio
$305K – – –
Ancora Advisors
465
Ancora Advisors
Ohio
$300K +$71.5K +548 +30%
Tidal Investments
466
Tidal Investments
Wisconsin
$297K -$400K -3,069 -57%
CC
467
Corton Capital
Ontario, Canada
$297K +$305K +2,340 New
SHFA
468
SC&H Financial Advisors
Maryland
$296K +$45.6K +350 +18%
Tokio Marine Asset Management
469
Tokio Marine Asset Management
Japan
$294K +$45.5K +349 +18%
PSP
470
Principal Street Partners
Tennessee
$293K – – –
Brinker Capital Investments
471
Brinker Capital Investments
Pennsylvania
$292K -$11.2K -86 -4%
ATWA
472
Arbor Trust Wealth Advisors
Michigan
$291K – – –
Integrated Wealth Concepts
473
Integrated Wealth Concepts
Massachusetts
$291K +$2.09K +16 +0.7%
LAM
474
LFS Asset Management
California
$287K +$296K +2,268 New
LFA
475
Lauterbach Financial Advisors
Texas
$285K – – –