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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
526
Hussman Strategic Advisors
Maryland
$133K – – –
HIIFS
527
Harel Insurance Investments & Financial Services
Israel
$133K +$130K +1,175 New
THWM
528
Taylor Hoffman Wealth Management
Virginia
$131K – – –
AIM
529
AIA Investment Management
Singapore
$130K +$127K +1,148 New
TIM
530
Tortoise Investment Management
New York
$128K – – –
CJA
531
C-J Advisory
California
$126K – – –
FHA
532
First Horizon Advisors
Tennessee
$123K -$15.8K -143 -12%
PCFFS
533
Pacific Center for Financial Services
California
$122K – – –
BAM
534
Belpointe Asset Management
Nevada
$114K +$111K +1,006 New
VFA
535
Valeo Financial Advisors
Indiana
$113K -$3.21K -29 -3%
SF
536
Synovus Financial
Georgia
$113K – – –
RFM
537
Royal Fund Management
Florida
$104K – – –
PCG
538
Private Capital Group
Connecticut
$102K +$87.2K +789 +724%
EIM
539
Essex Investment Management
Massachusetts
$98K – – –
CAPTRUST Financial Advisors
540
CAPTRUST Financial Advisors
North Carolina
$96K -$10.7K -97 -10%
OC
541
Oakworth Capital
Alabama
$93K – – –
LWM
542
Liberty Wealth Management
California
$82K -$25.4K -230 -24%
BFC
543
Bedel Financial Consulting
Indiana
$80K – – –
CAC
544
Certified Advisory Corp
Florida
$79K +$553 +5 +0.7%
GLI
545
Guardian Life Insurance
New York
$71K +$1.1K +10 +2%
GSC
546
G&S Capital
Colorado
$70K – – –
RTC
547
Riverview Trust Company
Washington
$70K – – –
VCM
548
Versant Capital Management
Arizona
$70K – – –
BAM
549
Barrett Asset Management
New York
$68K – – –
CA
550
Crewe Advisors
Utah
$68K – – –