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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
501
Contravisory Investment Management
Massachusetts
$471K +$456K +3,329 New
FPAS
502
Focus Partners Advisor Solutions
Missouri
$470K -$180K -1,312 -28%
CAS
503
Coppell Advisory Solutions
Texas
$465K +$3.42K +25 +0.8%
RAM
504
Ramirez Asset Management
New York
$458K – – –
TLFA
505
True Link Financial Advisors
California
$457K – – –
GT
506
Glenview Trust
Kentucky
$456K -$92.6K -676 -17%
MWM
507
MGB Wealth Management
Texas
$451K -$159K -1,161 -27%
CSP
508
Cary Street Partners
Virginia
$446K -$3.42K -25 -0.8%
FIA
509
Foundations Investment Advisors
Arizona
$445K +$21.5K +157 +5%
SMA
510
Sage Mountain Advisors
Georgia
$444K +$78.4K +572 +22%
BWM
511
Brown Wealth Management
Illinois
$443K -$3.42K -25 -0.8%
BCM
512
Brookstone Capital Management
Illinois
$431K -$263K -1,923 -39%
PWMG
513
Pinnacle Wealth Management Group
Michigan
$431K +$3.42K +25 +0.8%
S
514
SignatureFD
Georgia
$431K -$11.5K -84 -3%
SP
515
Stonebrook Private
Michigan
$426K +$4.11K +30 +1%
ATS
516
Ashton Thomas Securities
New York
$425K -$29.2K -213 -7%
PAM
517
Palisade Asset Management
Minnesota
$424K – – –
SGAM
518
Smith Group Asset Management
Texas
$424K – – –
SDIC
519
South Dakota Investment Council
South Dakota
$424K -$82.2K -600 -17%
BTWM
520
Baker Tilly Wealth Management
Wisconsin
$424K -$10.5K -77 -3%
VIM
521
Vinva Investment Management
Australia
$423K +$412K +3,005 New
BEI
522
Benjamin Edwards Inc
Missouri
$418K +$7.54K +55 +2%
BTI
523
Blue Trust Inc
Georgia
$418K -$33.6K -245 -8%
CAM
524
Cresset Asset Management
Illinois
$415K +$21.8K +159 +6%
MBT
525
Montecito Bank & Trust
California
$415K +$402K +2,931 New
19 20
21
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