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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
501
Paragon Private Wealth Management
Kentucky
$388K +$44.4K +360 +13%
BTWM
502
Baker Tilly Wealth Management
Wisconsin
$387K +$36K +292 +10%
S
503
SignatureFD
Georgia
$386K +$38.4K +311 +11%
EWA
504
EP Wealth Advisors
California
$383K +$2.71K +22 +0.7%
FGA
505
Fortis Group Advisors
New Jersey
$377K – – –
FT
506
Fiduciary Trust
Massachusetts
$374K – – –
CFCI
507
Comprehensive Financial Consultants Institutional
Indiana
$372K – – –
PWMG
508
Pinnacle Wealth Management Group
Michigan
$372K – – –
BWM
509
Brown Wealth Management
Illinois
$371K -$9.01K -73 -2%
BWG
510
Balanced Wealth Group
Ohio
$370K +$493 +4 +0.1%
MSA
511
MUFG Securities Americas
New York
$369K +$377K +3,058 New
BCM
512
Brookstone Capital Management
Illinois
$366K -$370 -3 -0.1%
PAM
513
Palisade Asset Management
Minnesota
$362K – – –
SGAM
514
Smith Group Asset Management
Texas
$362K +$370K +3,000 New
NICM
515
Neo Ivy Capital Management
New York
$361K -$1.45M -11,747 -80%
RIS
516
Retirement Income Solutions
Michigan
$360K +$3.21K +26 +0.9%
NRG
517
Nemes Rush Group
Michigan
$356K +$92.5K +750 +34%
VSQM
518
V-Square Quantitative Management
Illinois
$355K -$33.3K -270 -8%
ACA
519
Aptus Capital Advisors
Alabama
$355K +$32.8K +266 +10%
SWP
520
Sagespring Wealth Partners
Tennessee
$351K +$358K +2,903 New
FAN
521
Financial Advisors Network
California
$350K +$358K +2,903 New
CWS
522
Confluence Wealth Services
Pennsylvania
$350K +$19.6K +159 +6%
P8IP
523
Pier 88 Investment Partners
California
$349K – – –
TI
524
Tidal Investments
Wisconsin
$343K +$43.3K +351 +14%
MOS
525
MGO One Seven
Ohio
$338K +$345K +2,798 New
19 20
21
22 23