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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
501
Keystone Financial Group (Kentucky)
Kentucky
$204K -$68.7K -652 -25%
CFGS
502
Concourse Financial Group Securities
Alabama
$203K -$4.95K -47 -2%
SFG
503
SageGuard Financial Group
Tennessee
$203K +$207K +1,966 New
PWP
504
Personal Wealth Partners
Minnesota
$200K +$204K +1,932 New
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$198K – – –
HRC
506
Hoertkorn Richard Charles
$182K – – –
Geneos Wealth Management
507
Geneos Wealth Management
Colorado
$174K +$500K +4,741 +286%
HM Payson & Co
508
HM Payson & Co
Maine
$171K – – –
EWM
509
Endurance Wealth Management
Rhode Island
$170K – – –
Axa
510
Axa
France
$170K +$2.32K +22 +1%
NFG
511
Next Financial Group
Texas
$169K -$357K -3,388 -68%
IFA
512
Interactive Financial Advisors
Illinois
$168K – – –
TCI Wealth Advisors
513
TCI Wealth Advisors
Arizona
$166K -$3.69K -35 -2%
CT
514
Caldwell Trust
Florida
$162K -$12.4K -118 -7%
Whittier Trust
515
Whittier Trust
California
$155K – – –
FP
516
Financial Perspectives
Minnesota
$147K – – –
TCTC Holdings
517
TCTC Holdings
Texas
$147K – – –
DSC
518
Duncker Streett & Co
Missouri
$145K – – –
KFS
519
Kelly Financial Services
Massachusetts
$144K – – –
CAM
520
CenterStar Asset Management
Illinois
$139K – – –
Washington Trust
521
Washington Trust
Rhode Island
$136K – – –
Parallel Advisors
522
Parallel Advisors
California
$135K -$36.6K -347 -21%
SL
523
Savior LLC
Massachusetts
$132K +$134K +1,269 +21,150%
Wolverine Asset Management
524
Wolverine Asset Management
Illinois
$132K +$136K +1,287 New
IAIM
525
International Assets Investment Management
Florida
$121K +$124K +1,175 New