We are live on ! Find out more
DTE icon

DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Endurance Wealth Management
Rhode Island
$167K – – –
IFA
527
Interactive Financial Advisors
Illinois
$166K – – –
FP
528
Financial Perspectives
Minnesota
$150K +$1.03K +9 +0.7%
TD Waterhouse Canada
529
TD Waterhouse Canada
Ontario, Canada
$148K +$142K +1,238 New
Whittier Trust
530
Whittier Trust
California
$147K – – –
WTA
531
Washington Trust Advisors
Massachusetts
$147K +$141K +1,232 New
WB
532
Webster Bank
Connecticut
$146K – – –
MAM
533
Mystic Asset Management
Rhode Island
$146K +$140K +1,227 New
First Horizon Advisors
534
First Horizon Advisors
Tennessee
$144K -$117K -1,025 -46%
KFS
535
Kelly Financial Services
Massachusetts
$142K – – –
Geneos Wealth Management
536
Geneos Wealth Management
Colorado
$136K -$11.4K -100 -8%
DMBA
537
Deseret Mutual Benefit Administrators
Utah
$123K – – –
HSA
538
Hussman Strategic Advisors
Maryland
$120K – – –
OC
539
Oakworth Capital
Alabama
$120K – – –
TIM
540
Tortoise Investment Management
New York
$118K – – –
Quadrant Capital Group
541
Quadrant Capital Group
Ohio
$114K -$9.49K -83 -8%
PCFFS
542
Pacific Center for Financial Services
California
$110K – – –
Bessemer Group
543
Bessemer Group
New Jersey
$107K +$25.7K +225 +34%
GWS
544
Glassman Wealth Services
Virginia
$103K +$457 +4 +0.5%
UMB Bank
545
UMB Bank
Missouri
$100K +$95.3K +833 New
CWP
546
Concord Wealth Partners
Virginia
$98K – – –
SC
547
Steph & Co
Wisconsin
$96K – – –
AF
548
Advisornet Financial
Minnesota
$96K +$2.52K +22 +3%
BHWM
549
Beaird Harris Wealth Management
Texas
$95K +$90.9K +795 New
CT
550
Caldwell Trust
Florida
$94.4K -$6.17K -54 -6%