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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
526
Schnieders Capital Management
California
$240K +$231K +2,039 New
MIM
527
MTM Investment Management
South Carolina
$239K – – –
MCF Advisors
528
MCF Advisors
Kentucky
$238K – – –
CCIA
529
Campbell & Co Investment Adviser
Maryland
$238K +$229K +2,024 New
XF
530
XML Financial
Maryland
$236K +$453 +4 +0.2%
CGL
531
Clarius Group LLC
Washington
$235K +$22.6K +199 +11%
Quantinno Capital Management
532
Quantinno Capital Management
New York
$234K +$15.8K +139 +8%
BHWM
533
Bar Harbor Wealth Management
New Hampshire
$234K – – –
OQS
534
Occudo Quantitative Strategies
Florida
$233K -$302K -2,660 -57%
SHFA
535
SC&H Financial Advisors
Maryland
$231K – – –
NorthRock Partners
536
NorthRock Partners
Minnesota
$231K +$223K +1,965 New
FFS
537
Founders Financial Securities
Maryland
$230K – – –
Ossiam
538
Ossiam
France
$230K -$2.14M -18,850 -91%
HIC
539
Hartline Investment Corp
Illinois
$229K +$221K +1,948 New
AFG
540
Allegheny Financial Group
Pennsylvania
$229K +$6.58K +58 +3%
ISWM
541
Independent Solutions Wealth Management
New York
$228K +$113 +1 +0.1%
QFA
542
Quantum Financial Advisors
California
$227K +$567 +5 +0.3%
Spire Wealth Management
543
Spire Wealth Management
Virginia
$226K +$40.6K +358 +23%
AssetMark Inc
544
AssetMark Inc
California
$226K +$3.74K +33 +2%
TWM
545
Triton Wealth Management
Arizona
$225K +$1.47K +13 +0.7%
Boothbay Fund Management
546
Boothbay Fund Management
New York
$224K +$217K +1,910 New
HM Payson & Co
547
HM Payson & Co
Maine
$224K – – –
GWP
548
Gateway Wealth Partners
Wisconsin
$223K +$216K +1,901 New
FTC
549
Farmers Trust Company
Ohio
$220K – – –
TCI Wealth Advisors
550
TCI Wealth Advisors
Arizona
$220K -$113 -1 -0.1%