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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
501
HB Wealth Management
Georgia
$354K +$11.5K +95 +4%
QWP
502
Quotient Wealth Partners
Texas
$354K -$14K -116 -4%
CPIG
503
Chicago Partners Investment Group
Illinois
$352K +$113K +940 +53%
DFCM
504
Dark Forest Capital Management
Puerto Rico
$345K +$324K +2,689 New
AWM
505
Apollon Wealth Management
South Carolina
$345K -$7.36K -61 -2%
NB
506
NBT Bank
New York
$345K – – –
IWA
507
Icon Wealth Advisors
Texas
$342K +$1.08K +9 +0.3%
ACA
508
Aptus Capital Advisors
Alabama
$341K +$3.01K +25 +0.9%
TWC
509
TD Waterhouse Canada
Ontario, Canada
$340K +$35.1K +291 +12%
NP
510
NorthRock Partners
Minnesota
$340K -$32.6K -270 -9%
BTI
511
Blue Trust Inc
Georgia
$338K +$126K +1,047 +52%
MPM
512
MBB Public Markets
Illinois
$335K -$1.47M -12,190 -82%
FIA
513
Foundations Investment Advisors
Arizona
$334K +$3.01K +25 +1%
SBIA
514
Sheaff Brock Investment Advisors
Indiana
$334K – – –
SAW
515
Signal Advisors Wealth
Michigan
$332K +$312K +2,587 New
AI
516
Atom Investors
Texas
$326K +$76.3K +633 +33%
C1AG
517
Client 1st Advisory Group
Florida
$326K – – –
RBC
518
Romano Brothers & Co
Illinois
$322K -$15.7K -130 -5%
WCM
519
WealthBridge Capital Management
Ohio
$322K – – –
VA
520
Vident Advisory
Georgia
$321K +$10.2K +85 +4%
TI
521
Tidal Investments
Wisconsin
$320K +$11.6K +96 +4%
DT
522
Diversified Trust
Tennessee
$318K -$5.18K -43 -2%
AWM
523
Affinity Wealth Management
Delaware
$316K – – –
TPI
524
Trust Point Inc
Wisconsin
$314K +$1.33K +11 +0.5%
RMCM
525
Reynders McVeigh Capital Management
Massachusetts
$313K -$21.7K -180 -7%
19 20
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