We are live on ! Find out more
DTE icon

DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
501
Oak Harbor Wealth Partners
North Carolina
$438K +$404K +3,165 New
AssetMark Inc
502
AssetMark Inc
California
$433K -$51.3K -402 -11%
BWM
503
Brown Wealth Management
Illinois
$429K +$3.7K +29 +0.9%
BWG
504
Balanced Wealth Group
Ohio
$427K – – –
PPWM
505
Paragon Private Wealth Management
Kentucky
$427K -$16.2K -127 -4%
CFCI
506
Comprehensive Financial Consultants Institutional
Indiana
$426K – – –
FC
507
FORA Capital
Florida
$425K +$392K +3,074 New
Brookstone Capital Management
508
Brookstone Capital Management
Illinois
$421K +$1.02K +8 +0.3%
RIS
509
Retirement Income Solutions
Michigan
$419K +$5.74K +45 +2%
PWMG
510
Pinnacle Wealth Management Group
Michigan
$418K -$7.27K -57 -2%
PAM
511
Palisade Asset Management
Minnesota
$415K – – –
SGAM
512
Smith Group Asset Management
Texas
$415K – – –
FAN
513
Financial Advisors Network
California
$414K +$11.6K +91 +3%
RS
514
R Squared
Hong Kong
$413K +$382K +2,990 New
Aptus Capital Advisors
515
Aptus Capital Advisors
Alabama
$412K +$7.15K +56 +2%
SP
516
Stonebrook Private
Michigan
$411K -$113K -882 -23%
VSQM
517
V-Square Quantitative Management
Illinois
$407K – – –
IA
518
Integrity Alliance
Iowa
$406K +$375K +2,939 New
Oversea-Chinese Banking Corp (OCBC)
519
Oversea-Chinese Banking Corp (OCBC)
Singapore
$401K +$370K +2,900 New
P8IP
520
Pier 88 Investment Partners
California
$400K – – –
SOW
521
State of Wyoming
Wyoming
$398K +$367K +2,879 New
GAA
522
Global Assets Advisory
Florida
$396K +$383K +3,000 New
iA Global Asset Management
523
iA Global Asset Management
Quebec, Canada
$393K +$362K +2,839 New
EP Wealth Advisors
524
EP Wealth Advisors
California
$391K -$44.4K -348 -11%
KWM
525
Kaydan Wealth Management
Michigan
$387K – – –