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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
526
Manchester Capital Management
Vermont
$130K – – –
WCM
527
WealthBridge Capital Management
Ohio
$128K – – –
PA
528
Parallel Advisors
California
$128K +$12.9K +128 +12%
CLOS
529
Compagnie Lombard Odier SCmA
Switzerland
$125K – – –
HSA
530
Hussman Strategic Advisors
Maryland
$125K – – –
SIM
531
Sonora Investment Management
Arizona
$125K – – –
CJA
532
C-J Advisory
California
$117K – – –
VFA
533
Valeo Financial Advisors
Indiana
$114K -$808 -8 -0.7%
CAM
534
Cresset Asset Management
Illinois
$114K +$51.8K +513 +92%
SF
535
Synovus Financial
Georgia
$109K +$3.23K +32 +3%
S
536
SignatureFD
Georgia
$105K +$26.9K +266 +37%
OIA
537
OneDigital Investment Advisors
Kansas
$103K +$39.8K +394 +68%
RFM
538
Royal Fund Management
Florida
$97K – – –
EIM
539
Essex Investment Management
Massachusetts
$92K – – –
PCG
540
Private Capital Group
Connecticut
$92K +$12.7K +126 +17%
OC
541
Oakworth Capital
Alabama
$87K +$23.7K +235 +40%
LWM
542
Liberty Wealth Management
California
$85K +$404 +4 +0.5%
VCM
543
Versant Capital Management
Arizona
$81K – – –
BFC
544
Bedel Financial Consulting
Indiana
$75K – – –
YWP
545
YorkBridge Wealth Partners
New York
$75K – – –
CAC
546
Certified Advisory Corp
Florida
$74K -$11.2K -111 -14%
NWM
547
Northwest Wealth Management
Iowa
$70K – – –
WAM
548
Wealthspire Advisors (Maryland)
Maryland
$66K -$2.73K -27 -4%
RTC
549
Riverview Trust Company
Washington
$66K – – –
GSC
550
G&S Capital
Colorado
$65K – – –