We are live on ! Find out more
DTE icon

DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
476
SC&H Financial Advisors
Maryland
$260K – – –
EFMC
477
Empire Financial Management Company
New York
$256K – – –
Pathstone Family Office
478
Pathstone Family Office
New Jersey
$254K +$26.1K +234 +12%
TCOT
479
Trust Company of Toledo
Ohio
$254K – – –
ATWA
480
Arbor Trust Wealth Advisors
Michigan
$253K – – –
T
481
TRUADVICE
Florida
$250K -$186K -1,665 -42%
SP
482
Symmetry Partners
Connecticut
$248K – – –
QT
483
Quantamental Technologies
New York
$245K +$248K +2,224 New
PWM
484
PBMares Wealth Management
Virginia
$242K – – –
CDH
485
Charles D. Hyman
$242K – – –
SA
486
Syntax Advisors
New York
$241K -$27.4K -246 -10%
VCG
487
Vantage Consulting Group
Virginia
$241K -$27.4K -246 -10%
Clearstead Advisors
488
Clearstead Advisors
Ohio
$241K +$3.57K +32 +1%
RCAG
489
Rehmann Capital Advisory Group
Michigan
$239K -$1.34K -12 -0.6%
PSP
490
Principal Street Partners
Tennessee
$239K -$5.79K -52 -2%
TCI Wealth Advisors
491
TCI Wealth Advisors
Arizona
$238K +$32.7K +293 +16%
BAM
492
Blueshift Asset Management
New Jersey
$238K +$241K +2,162 New
Bessemer Group
493
Bessemer Group
New Jersey
$237K +$130K +1,169 +119%
RIA
494
Regal Investment Advisors
Michigan
$236K -$10.8K -97 -4%
Axxcess Wealth Management
495
Axxcess Wealth Management
California
$235K +$238K +2,134 New
SFS
496
Summit Financial Strategies
Ohio
$235K – – –
NAM
497
NTV Asset Management
West Virginia
$233K -$10.1K -91 -4%
JIP
498
Jaffetilchin Investment Partners
Florida
$231K +$234K +2,101 New
PWPS
499
Pinnacle Wealth Planning Services
Ohio
$231K – – –
FA
500
FDx Advisors
Illinois
$231K +$34.5K +310 +17%