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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
OPA
501
Old Port Advisors
Maine
$205K +$195K +1,935 New
Lido Advisors
502
Lido Advisors
California
$204K +$193K +1,913 New
AHB
503
Abner Herrman & Brock
New Jersey
$202K +$192K +1,904 New
Geneos Wealth Management
504
Geneos Wealth Management
Colorado
$201K +$3.03K +30 +2%
MCM
505
Murphy Capital Management
New Jersey
$201K +$192K +1,898 New
Ancora Advisors
506
Ancora Advisors
Ohio
$200K -$101K -999 -35%
HS
507
HighVista Strategies
Massachusetts
$200K +$190K +1,880 New
CCA
508
Checchi Capital Advisers
California
$200K +$190K +1,885 New
Federation des caisses Desjardins du Quebec
509
Federation des caisses Desjardins du Quebec
Quebec, Canada
$199K – – –
RCAG
510
Rehmann Capital Advisory Group
Michigan
$198K -$18.3K -181 -9%
Carson Wealth (CWM LLC)
511
Carson Wealth (CWM LLC)
Nebraska
$198K +$49.7K +492 +38%
SFG
512
SevenBridge Financial Group
Pennsylvania
$189K +$2.63K +26 +1%
HRC
513
Hoertkorn Richard Charles
$187K – – –
Advisory Alpha
514
Advisory Alpha
Michigan
$186K +$179K +1,768 New
TCI Wealth Advisors
515
TCI Wealth Advisors
Arizona
$180K – – –
EWM
516
Endurance Wealth Management
Rhode Island
$175K – – –
IFA
517
Interactive Financial Advisors
Illinois
$173K +$165K +1,629 New
HR
518
Howe & Rusling
New York
$153K +$98.5K +975 +207%
Whittier Trust
519
Whittier Trust
California
$151K +$606 +6 +0.4%
TIM
520
Tortoise Investment Management
New York
$150K – – –
KFS
521
Kelly Financial Services
Massachusetts
$148K +$140K +1,391 New
SWM
522
SeaCrest Wealth Management
New York
$145K – – –
PCFFS
523
Pacific Center for Financial Services
California
$141K -$9.49K -94 -7%
HGWM
524
Harvest Group Wealth Management
Massachusetts
$135K +$129K +1,275 New
LPIC
525
LeJeune Puetz Investment Counsel
Michigan
$131K – – –