We are live on ! Find out more
DTE icon

DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
501
Independent Solutions Wealth Management
New York
$223K +$251K +1,942 New
CCA
502
Checchi Capital Advisers
California
$223K +$10.1K +78 +4%
Horizon Investments
503
Horizon Investments
North Carolina
$223K +$39.1K +303 +19%
QFA
504
Quantum Financial Advisors
California
$222K +$129 +1 +0.1%
HM Payson & Co
505
HM Payson & Co
Maine
$219K +$9.04K +70 +4%
NAM
506
NTV Asset Management
West Virginia
$218K – – –
AFG
507
Allegheny Financial Group
Pennsylvania
$217K – – –
AssetMark Inc
508
AssetMark Inc
California
$217K +$1.55K +12 +0.6%
BHWM
509
Beaird Harris Wealth Management
Texas
$217K +$103K +795 +73%
SFI
510
Siemens Fonds Invest
Germany
$215K -$19.5K -151 -7%
TCI Wealth Advisors
511
TCI Wealth Advisors
Arizona
$215K -$8.27K -64 -3%
FTC
512
Farmers Trust Company
Ohio
$215K -$3.23K -25 -1%
FMAEN1
513
Fund Management at Engine No 1
California
$214K -$12.1K -94 -5%
RTC
514
Riverview Trust Company
Washington
$214K +$12.8K +99 +6%
Park National Corp
515
Park National Corp
Ohio
$213K -$1.68K -13 -0.7%
Quantinno Capital Management
516
Quantinno Capital Management
New York
$213K +$24.5K +190 +11%
AT
517
Arden Trust
Delaware
$212K +$5.3K +41 +2%
CWM
518
Cranbrook Wealth Management
Michigan
$211K +$4.91K +38 +2%
Pacer Advisors
519
Pacer Advisors
Pennsylvania
$209K -$9.23M -71,456 -98%
KWM
520
Kaydan Wealth Management
Michigan
$209K -$13.2K -102 -5%
CT
521
Coastline Trust
Rhode Island
$207K – – –
CGL
522
Clarius Group LLC
Washington
$207K +$19K +147 +9%
GIA
523
Goodwin Investment Advisory
Georgia
$207K +$233K +1,801 New
REMPR
524
Roof Eidam Maycock Peralta (REMP)
California
$205K – – –
FA
525
Fermata Advisors
California
$204K -$1.68K -13 -0.7%