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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
451
Arete Wealth Advisors
Illinois
$293K +$297K +2,667 New
HI
452
Horizon Investments
North Carolina
$292K +$26.7K +240 +10%
IWP
453
Icon Wealth Partners
Texas
$288K -$48.9K -439 -14%
SBIA
454
Sheaff Brock Investment Advisors
Indiana
$286K – – –
PCIA
455
Prime Capital Investment Advisors
Kansas
$285K +$289K +2,593 New
MG
456
Mather Group
Illinois
$284K +$43.5K +390 +18%
PA
457
Parallel Advisors
California
$284K +$43.4K +389 +18%
C1AG
458
Client 1st Advisory Group
Florida
$279K – – –
JCM
459
J2 Capital Management
Michigan
$278K – – –
SW
460
SkyOak Wealth
Michigan
$278K +$12.4K +111 +5%
ACG
461
Aventail Capital Group
New York
$278K -$44.1M -395,874 -99%
CSIC
462
Clifford Swan Investment Counsel
California
$275K – – –
WCM
463
WealthBridge Capital Management
Ohio
$275K – – –
QCG
464
Quadrant Capital Group
Ohio
$271K +$26.6K +239 +11%
CI
465
Cigna Investments
Connecticut
$271K +$12.1K +109 +5%
AWM
466
Affinity Wealth Management
Delaware
$271K – – –
GI
467
Gradient Investments
Minnesota
$268K +$41.7K +374 +18%
PI
468
PFS Investments
Georgia
$268K +$11.5K +103 +4%
HW
469
Hancock Whitney
Mississippi
$267K -$53.4K -479 -16%
RGF
470
Retirement Guys Formula
Ohio
$267K – – –
FTDI
471
First Trust Direct Indexing
Massachusetts
$264K -$10.1K -91 -4%
BBWP
472
Beacon Bridge Wealth Partners
Pennsylvania
$264K +$1.9K +17 +0.7%
AA
473
Advisory Alpha
Michigan
$260K +$264K +2,367 New
CI
474
CPR Investments
Michigan
$260K -$3.79K -34 -1%
GL
475
Graypoint LLC
New York
$260K -$565K -5,074 -68%
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