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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
476
Huber Capital Management
California
$528K +$80.7K +600 +18%
MLA
477
My Legacy Advisors
Oregon
$522K -$30.1K -224 -5%
PWM
478
Perigon Wealth Management
California
$521K +$1.08K +8 +0.2%
IC
479
Inscription Capital
Texas
$520K +$123K +918 +30%
HWM
480
HB Wealth Management
Georgia
$517K -$2.56K -19 -0.5%
GT
481
Glenview Trust
Kentucky
$517K -$6.05K -45 -1%
OIA
482
OneDigital Investment Advisors
Kansas
$516K -$3.09K -23 -0.6%
BBVA
483
Banco Bilbao Vizcaya Argentaria
Spain
$515K -$76.6K -570 -13%
CCM
484
Coldstream Capital Management
Washington
$515K +$7.66K +57 +1%
MPWT
485
MassMutual Private Wealth & Trust
Connecticut
$512K +$4.03K +30 +0.8%
NRG
486
Nemes Rush Group
Michigan
$509K -$224K -1,669 -30%
WIA
487
World Investment Advisors
California
$507K +$215K +1,601 +72%
MCWS
488
McKinley Carter Wealth Services
West Virginia
$507K – – –
1C
489
111 Capital
France
$505K +$513K +3,815 New
AWA
490
Arbor Wealth Advisors
Michigan
$504K – – –
GAM
491
GEM Asset Management
Michigan
$495K +$21.4K +159 +4%
GFA
492
Gallagher Fiduciary Advisors
Illinois
$492K +$36.3K +270 +8%
NP
493
NorthRock Partners
Minnesota
$491K +$145K +1,082 +42%
EWA
494
EP Wealth Advisors
California
$490K +$118K +876 +31%
SPIA
495
Steward Partners Investment Advisory
New York
$487K -$107K -794 -18%
EFG
496
Ethos Financial Group
Pennsylvania
$486K – – –
SIC
497
SJS Investment Consulting
Ohio
$485K -$807 -6 -0.2%
FA
498
FSA Advisors
Michigan
$485K -$1.07M -7,933 -68%
SDIC
499
South Dakota Investment Council
South Dakota
$477K – – –
MWM
500
Maridea Wealth Management
New York
$477K +$484K +3,600 New
18 19
20
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