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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
501
Geneos Wealth Management
Colorado
$203K -$3.11K -29 -2%
CCA
502
Checchi Capital Advisers
California
$203K -$1.72K -16 -0.8%
DADC
503
D.A. Davidson & Co
Montana
$203K +$200K +1,861 New
Carson Wealth (CWM LLC)
504
Carson Wealth (CWM LLC)
Nebraska
$198K – – –
FDCDDQ
505
Federation des caisses Desjardins du Quebec
Quebec, Canada
$194K -$10.4K -97 -5%
SFG
506
SevenBridge Financial Group
Pennsylvania
$193K – – –
CIA
507
ClearBridge Investments (Australia)
Australia
$193K +$190K +1,766 New
HRC
508
Hoertkorn Richard Charles
$192K – – –
TWA
509
TCI Wealth Advisors
Arizona
$184K -$429 -4 -0.2%
HPC
510
HM Payson & Co
Maine
$180K +$178K +1,657 New
EWM
511
Endurance Wealth Management
Rhode Island
$179K – – –
IFA
512
Interactive Financial Advisors
Illinois
$177K – – –
GFPC
513
Global Financial Private Capital
Florida
$169K -$68.4K -637 -29%
WT
514
Whittier Trust
California
$154K – – –
KFS
515
Kelly Financial Services
Massachusetts
$152K +$107 +1 +0.1%
HGWM
516
Harvest Group Wealth Management
Massachusetts
$138K – – –
FHA
517
First Horizon Advisors
Tennessee
$133K -$184K -1,712 -58%
MCM
518
Manchester Capital Management
Vermont
$133K – – –
PA
519
Parallel Advisors
California
$131K – – –
HSA
520
Hussman Strategic Advisors
Maryland
$128K – – –
S
521
SignatureFD
Georgia
$128K +$20K +186 +19%
NIT
522
NumerixS Investment Technologies
British Columbia, Canada
$128K +$126K +1,175 New
THWM
523
Taylor Hoffman Wealth Management
Virginia
$126K -$107K -998 -46%
TIM
524
Tortoise Investment Management
New York
$123K -$30.3K -282 -20%
CJA
525
C-J Advisory
California
$121K – – –