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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
QT
501
Quantamental Technologies
New York
$129K +$134K +1,371 New
SWM
502
SeaCrest Wealth Management
New York
$128K – – –
Bessemer Group
503
Bessemer Group
New Jersey
$128K +$13.4K +137 +11%
Carson Wealth (CWM LLC)
504
Carson Wealth (CWM LLC)
Nebraska
$123K +$13.6K +139 +12%
AIM
505
Advantage Investment Management
Iowa
$123K +$14.4K +147 +13%
CL
506
CSS LLC
Illinois
$121K +$126K +1,293 New
FL
507
Fort LP
Maryland
$120K +$125K +1,282 New
LPIC
508
LeJeune Puetz Investment Counsel
Michigan
$116K – – –
WCM
509
WealthBridge Capital Management
Ohio
$114K +$119K +1,214 New
HSA
510
Hussman Strategic Advisors
Maryland
$110K – – –
CLOS
511
Compagnie Lombard Odier SCmA
Switzerland
$110K +$115K +1,175 New
SIM
512
Sonora Investment Management
Arizona
$110K +$115K +1,175 New
MCM
513
Manchester Capital Management
Vermont
$108K – – –
CJA
514
C-J Advisory
California
$104K – – –
PA
515
Parallel Advisors
California
$101K +$2.54K +26 +2%
VFA
516
Valeo Financial Advisors
Indiana
$101K +$6.64K +68 +7%
PRC
517
Pearl River Capital
Michigan
$94K +$97.6K +1,000 New
SF
518
Synovus Financial
Georgia
$93K -$683 -7 -0.7%
RFM
519
Royal Fund Management
Florida
$86K – – –
TAM
520
Tiverton Asset Management
Delaware
$86K – – –
DWM
521
Doyle Wealth Management
Florida
$81K +$83.8K +858 New
EIM
522
Essex Investment Management
Massachusetts
$81K +$84.4K +864 New
CAC
523
Certified Advisory Corp
Florida
$76K +$12K +123 +18%
LWM
524
Liberty Wealth Management
California
$75K +$78.5K +804 New
VCM
525
Versant Capital Management
Arizona
$72K – – –