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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
501
Clearstead Advisors
Ohio
$267K +$794 +7 +0.3%
SP
502
Symmetry Partners
Connecticut
$265K -$815K -7,193 -76%
HI
503
Horizon Investments
North Carolina
$260K +$30.8K +272 +14%
NAM
504
NTV Asset Management
West Virginia
$260K +$36.2K +319 +17%
TC
505
Trilogy Capital
California
$260K +$50.3K +444 +25%
CDH
506
Charles D. Hyman
$259K – – –
SA
507
Syntax Advisors
New York
$259K +$21.3K +188 +9%
VCG
508
Vantage Consulting Group
Virginia
$259K +$21.3K +188 +9%
PWM
509
PBMares Wealth Management
Virginia
$259K +$250K +2,201 New
CFS
510
Capital Financial Services
New York
$259K – – –
S
511
SignatureFD
Georgia
$258K +$5.33K +47 +2%
BCI
512
Brinker Capital Investments
Pennsylvania
$257K -$20.7K -183 -8%
APF
513
Alaska Permanent Fund
Alaska
$256K +$15.9K +140 +7%
RCAG
514
Rehmann Capital Advisory Group
Michigan
$256K -$101K -894 -29%
CA
515
Calton & Associates
Florida
$253K -$11.9K -105 -5%
FMAEN1
516
Fund Management at Engine No 1
California
$251K +$30.8K +272 +15%
AC
517
AIFG Consultants
New York
$247K +$238K +2,100 New
AIM
518
Aspen Investment Management
Michigan
$245K – – –
KI
519
Kula Investments
Illinois
$244K +$235K +2,075 New
PWPS
520
Pinnacle Wealth Planning Services
Ohio
$244K +$235K +2,072 New
CCA
521
Checchi Capital Advisers
California
$243K +$15.2K +134 +7%
PA
522
Parallel Advisors
California
$241K -$39.7K -350 -15%
PAS
523
Park Avenue Securities
New York
$240K -$161K -1,417 -41%
MNBTD
524
Moody National Bank Trust Division
Texas
$240K – – –
SCM
525
Schnieders Capital Management
California
$240K +$231K +2,039 New
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