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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
501
SageGuard Financial Group
Tennessee
$203K +$207K +1,966 New
PWP
502
Personal Wealth Partners
Minnesota
$200K +$204K +1,932 New
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$198K
HRC
504
Hoertkorn Richard Charles
$182K
GWM
505
Geneos Wealth Management
Colorado
$174K +$500K +4,741 +286%
HPC
506
HM Payson & Co
Maine
$171K
EWM
507
Endurance Wealth Management
Rhode Island
$170K
Axa
508
Axa
France
$170K +$2.32K +22 +1%
NFG
509
Next Financial Group
Texas
$169K -$357K -3,388 -68%
IFA
510
Interactive Financial Advisors
Illinois
$168K
TWA
511
TCI Wealth Advisors
Arizona
$166K -$3.69K -35 -2%
CT
512
Caldwell Trust
Florida
$162K -$12.4K -118 -7%
WT
513
Whittier Trust
California
$155K
FP
514
Financial Perspectives
Minnesota
$147K
TH
515
TCTC Holdings
Texas
$147K
DSC
516
Duncker Streett & Co
Missouri
$145K
KFS
517
Kelly Financial Services
Massachusetts
$144K
CAM
518
CenterStar Asset Management
Illinois
$139K
WT
519
Washington Trust
Rhode Island
$136K
PA
520
Parallel Advisors
California
$135K -$36.6K -347 -21%
SL
521
Savior LLC
Massachusetts
$132K +$134K +1,269 +21,150%
WAM
522
Wolverine Asset Management
Illinois
$132K +$136K +1,287 New
IAIM
523
International Assets Investment Management
Florida
$121K +$124K +1,175 New
OPW
524
Oxler Private Wealth
New York
$121K +$124K +1,175 New
TIM
525
Tortoise Investment Management
New York
$120K -$10.4K -99 -8%