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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AA
526
Advisory Alpha
Michigan
$204K – – –
TC
527
Trilogy Capital
California
$203K +$228K +1,766 New
OIA
528
OneDigital Investment Advisors
Kansas
$203K +$228K +1,767 New
EFS
529
Essex Financial Services
Connecticut
$201K – – –
TWI
530
Thomas White International
Illinois
$201K – – –
PTC
531
Private Trust Company
Ohio
$201K +$3.75K +29 +2%
SOS
532
Silver Oak Securities
Tennessee
$200K +$261K +2,017 New
TNBTD
533
Trustmark National Bank Trust Department
Mississippi
$200K +$15.8K +122 +8%
WFA
534
Wipfli Financial Advisors
Wisconsin
$181K +$202K +1,563 New
CT
535
Caldwell Trust
Florida
$181K -$9.04K -70 -4%
SWM
536
Spire Wealth Management
Virginia
$180K -$175K -1,351 -46%
DA
537
Denali Advisors
California
$173K – – –
IA
538
IFP Advisors
Florida
$168K +$93.6K +725 +45%
Bessemer Group
539
Bessemer Group
New Jersey
$166K +$61.2K +474 +48%
RP
540
Rowlandmiller & Partners
Georgia
$162K – – –
EWM
541
Endurance Wealth Management
Rhode Island
$161K – – –
IFA
542
Interactive Financial Advisors
Illinois
$159K – – –
CT
543
Cambridge Trust
Massachusetts
$158K +$646 +5 +0.4%
QCG
544
Quadrant Capital Group
Ohio
$157K +$22.6K +175 +15%
SIM
545
Sentry Investment Management
Wisconsin
$152K – – –
FP
546
Financial Perspectives
Minnesota
$147K +$1.16K +9 +0.7%
FHA
547
First Horizon Advisors
Tennessee
$146K -$105K -815 -39%
WT
548
Whittier Trust
California
$142K -$1.94K -15 -1%
WTA
549
Washington Trust Advisors
Massachusetts
$142K – – –
ATC
550
Adirondack Trust Company
New York
$138K – – –