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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
526
IBEX Wealth Advisors
New Jersey
$121K +$120K +1,119 New
PCFFS
527
Pacific Center for Financial Services
California
$118K -$26.6K -248 -19%
VFA
528
Valeo Financial Advisors
Indiana
$112K -$4.51K -42 -4%
LPIC
529
LeJeune Puetz Investment Counsel
Michigan
$109K -$25.2K -235 -19%
SF
530
Synovus Financial
Georgia
$108K -$3.44K -32 -3%
TAM
531
Tiverton Asset Management
Delaware
$107K -$343K -3,193 -76%
LWM
532
Liberty Wealth Management
California
$104K +$15.7K +146 +18%
CAPTRUST Financial Advisors
533
CAPTRUST Financial Advisors
North Carolina
$103K +$37.8K +352 +60%
RFM
534
Royal Fund Management
Florida
$100K – – –
RIA
535
Realta Investment Advisors
Delaware
$100K +$99.3K +925 New
HR
536
Howe & Rusling
New York
$95K -$61.9K -577 -40%
EIM
537
Essex Investment Management
Massachusetts
$94K – – –
DWM
538
Doyle Wealth Management
Florida
$93K +$92.1K +858 New
AS
539
Altshuler Shaham
Israel
$91K +$45.2K +421 +102%
OC
540
Oakworth Capital
Alabama
$90K – – –
BFC
541
Bedel Financial Consulting
Indiana
$77K – – –
YWP
542
YorkBridge Wealth Partners
New York
$77K – – –
CAC
543
Certified Advisory Corp
Florida
$76K +$215 +2 +0.3%
VCM
544
Versant Capital Management
Arizona
$68K -$15.1K -141 -18%
GSC
545
G&S Capital
Colorado
$67K – – –
GLI
546
Guardian Life Insurance
New York
$67K – – –
RTC
547
Riverview Trust Company
Washington
$67K – – –
CA
548
Crewe Advisors
Utah
$65K – – –
TFA
549
Toth Financial Advisory
Virginia
$65K +$5.8K +54 +10%
BAM
550
Barrett Asset Management
New York
$65K +$26.4K +246 +70%