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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PI
526
PFG Investments
New York
$219K +$224K +2,000 New
AssetMark Inc
527
AssetMark Inc
California
$218K +$8.29K +74 +4%
BHWM
528
Bar Harbor Wealth Management
New Hampshire
$218K – – –
Blue Trust Inc
529
Blue Trust Inc
Georgia
$216K +$82.9K +740 +67%
FFS
530
Founders Financial Securities
Maryland
$215K – – –
Pathstone Family Office
531
Pathstone Family Office
New Jersey
$214K +$218K +1,949 New
AFG
532
Allegheny Financial Group
Pennsylvania
$213K – – –
HIC
533
Hartline Investment Corp
Illinois
$213K – – –
QFA
534
Quantum Financial Advisors
California
$212K – – –
Choreo LLC
535
Choreo LLC
Illinois
$211K +$216K +1,927 New
Vident Investment Advisory
536
Vident Investment Advisory
Georgia
$211K -$1.3M -11,566 -86%
FA
537
FDx Advisors
Illinois
$210K – – –
HM Payson & Co
538
HM Payson & Co
Maine
$207K -$1.23K -11 -0.6%
RTC
539
Riverview Trust Company
Washington
$207K +$14K +125 +7%
TCI Wealth Advisors
540
TCI Wealth Advisors
Arizona
$205K -$112 -1 -0.1%
PCS
541
Personal CFO Solutions
New Jersey
$204K +$208K +1,860 New
NFA
542
Northern Financial Advisors
Michigan
$202K – – –
BHWM
543
Beaird Harris Wealth Management
Texas
$201K -$3.25K -29 -2%
PCM
544
Pointe Capital Management
Michigan
$200K +$205K +1,829 New
DAM
545
Delta Asset Management
Tennessee
$173K -$2.24K -20 -1%
CT
546
Caldwell Trust
Florida
$170K -$2.13K -19 -1%
RP
547
Rowlandmiller & Partners
Georgia
$155K – – –
EWM
548
Endurance Wealth Management
Rhode Island
$153K – – –
CT
549
Cambridge Trust
Massachusetts
$149K – – –
CWM
550
Cranbrook Wealth Management
Michigan
$144K -$58.1K -519 -28%