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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
RFM
501
Royal Fund Management
Florida
$85K – – –
TAM
502
Tiverton Asset Management
Delaware
$85K – – –
GI
503
Gradient Investments
Minnesota
$83K – – –
PCG
504
Private Capital Group
Connecticut
$78K +$68.8K +738 +677%
VCM
505
Versant Capital Management
Arizona
$71K – – –
WWM
506
Willingdon Wealth Management
North Carolina
$71K +$71.3K +765 New
SFG
507
SevenBridge Financial Group
Pennsylvania
$68K +$68K +729 New
BFC
508
Bedel Financial Consulting
Indiana
$66K – – –
YWP
509
YorkBridge Wealth Partners
New York
$65K – – –
CAC
510
Certified Advisory Corp
Florida
$64K -$8.86K -95 -12%
NWM
511
Northwest Wealth Management
Iowa
$61K – – –
MCM
512
Mainstay Capital Management
Michigan
$60K -$10.9K -117 -15%
WAM
513
Wealthspire Advisors (Maryland)
Maryland
$59K +$1.68K +18 +3%
GSC
514
G&S Capital
Colorado
$57K – – –
CPIG
515
Chicago Partners Investment Group
Illinois
$57K +$54.8K +588 New
CA
516
Crewe Advisors
Utah
$56K – – –
S
517
SignatureFD
Georgia
$56K – – –
GLI
518
Guardian Life Insurance
New York
$56K +$1.21K +13 +2%
OC
519
Oakworth Capital
Alabama
$55K – – –
CFA
520
Camarda Financial Advisors
Florida
$55K +$54.8K +588 New
SLF
521
Sun Life Financial
Ontario, Canada
$54K +$839 +9 +2%
TFA
522
Toth Financial Advisory
Virginia
$51K +$5.41K +58 +12%
MA
523
MUFG Americas
New York
$51K +$51.4K +551 New
CAPTRUST Financial Advisors
524
CAPTRUST Financial Advisors
North Carolina
$50K +$16.4K +176 +50%
HR
525
Howe & Rusling
New York
$47K +$2.89K +31 +7%