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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
476
AssetMark Inc
California
$405K +$36.3K +301 +11%
EWA
477
EP Wealth Advisors
California
$404K +$161K +1,336 +74%
BWM
478
Brown Wealth Management
Illinois
$404K +$4.94K +41 +1%
FWM
479
Foguth Wealth Management
Michigan
$402K +$90.1K +747 +30%
FGA
480
Fortis Group Advisors
New Jersey
$400K
Lazard Asset Management
481
Lazard Asset Management
New York
$398K
FT
482
Fiduciary Trust
Massachusetts
$397K +$1.45K +12 +0.4%
BWG
483
Balanced Wealth Group
Ohio
$396K +$241 +2 +0.1%
CFCI
484
Comprehensive Financial Consultants Institutional
Indiana
$396K
PWMG
485
Pinnacle Wealth Management Group
Michigan
$395K +$2.65K +22 +0.7%
SC
486
Syon Capital
California
$392K -$8.92K -74 -2%
BCM
487
Brookstone Capital Management
Illinois
$390K +$39.1K +324 +12%
EF
488
Empowered Funds
Pennsylvania
$389K +$31.1K +258 +9%
IC
489
Inscription Capital
Texas
$385K
PAM
490
Palisade Asset Management
Minnesota
$385K
AIM
491
Aquila Investment Management
New York
$385K +$362K +3,000 New
RIS
492
Retirement Income Solutions
Michigan
$380K +$5.43K +45 +2%
BTWM
493
Baker Tilly Wealth Management
Wisconsin
$374K +$76.7K +636 +28%
P8IP
494
Pier 88 Investment Partners
California
$372K
S
495
SignatureFD
Georgia
$371K +$10.4K +86 +3%
PPWM
496
Paragon Private Wealth Management
Kentucky
$366K +$32.2K +267 +10%
GFA
497
Gallagher Fiduciary Advisors
Illinois
$359K +$101K +839 +43%
KWM
498
Kaydan Wealth Management
Michigan
$359K
CWS
499
Confluence Wealth Services
Pennsylvania
$356K -$1.08K -9 -0.3%
ONSWM
500
Old North State Wealth Management
North Carolina
$354K +$114K +947 +52%