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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WPIC
526
White Pine Investment Company
Michigan
$219K -$134K -1,097 -40%
FMAEN1
527
Fund Management at Engine No 1
California
$217K +$200K +1,640 New
RCAG
528
Rehmann Capital Advisory Group
Michigan
$217K +$200K +1,639 New
DAM
529
Delta Asset Management
Tennessee
$215K – – –
OPA
530
Old Port Advisors
Maine
$210K +$190K +1,555 New
WE
531
Wealth Effects
Massachusetts
$210K +$194K +1,591 New
Capstone Investment Advisors
532
Capstone Investment Advisors
New York
$209K +$193K +1,580 New
PA
533
Planning Alternatives
Michigan
$209K +$193K +1,580 New
TCA
534
Transcend Capital Advisors
New Jersey
$205K +$189K +1,547 New
Western Wealth Management
535
Western Wealth Management
Colorado
$204K +$188K +1,538 New
PTC
536
Private Trust Company
Ohio
$202K +$186K +1,529 New
CIP
537
Convergence Investment Partners
Florida
$201K +$186K +1,524 New
HCA
538
Harbor Capital Advisors
Illinois
$191K +$176K +1,444 New
CT
539
Cambridge Trust
Massachusetts
$189K -$7.93K -65 -4%
EWM
540
Endurance Wealth Management
Rhode Island
$185K – – –
DA
541
Denali Advisors
California
$185K +$146K +1,200 +600%
Aquatic Capital Management
542
Aquatic Capital Management
Illinois
$185K +$159K +1,300 +1,300%
SIM
543
Sentry Investment Management
Wisconsin
$184K -$66.7K -547 -28%
SignatureFD
544
SignatureFD
Georgia
$184K -$7.2K -59 -4%
IFA
545
Interactive Financial Advisors
Illinois
$183K – – –
Clearstead Advisors
546
Clearstead Advisors
Ohio
$167K +$154K +1,264 New
MCC
547
Money Concepts Capital
Florida
$167K +$154K +1,265 New
FP
548
Financial Perspectives
Minnesota
$167K +$1.1K +9 +0.7%
Whittier Trust
549
Whittier Trust
California
$165K +$1.59K +13 +1%
WTA
550
Washington Trust Advisors
Massachusetts
$163K – – –