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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
526
Bar Harbor Wealth Management
New Hampshire
$218K – – –
BTI
527
Blue Trust Inc
Georgia
$216K +$82.9K +740 +67%
FFS
528
Founders Financial Securities
Maryland
$215K – – –
PFO
529
Pathstone Family Office
New Jersey
$214K -$592K -5,286 -73%
AFG
530
Allegheny Financial Group
Pennsylvania
$213K – – –
HIC
531
Hartline Investment Corp
Illinois
$213K – – –
QFA
532
Quantum Financial Advisors
California
$212K – – –
CL
533
Choreo LLC
Illinois
$211K +$216K +1,927 New
VIA
534
Vident Investment Advisory
Georgia
$211K -$1.3M -11,566 -86%
FA
535
FDx Advisors
Illinois
$210K – – –
HPC
536
HM Payson & Co
Maine
$207K -$1.23K -11 -0.6%
RTC
537
Riverview Trust Company
Washington
$207K +$14K +125 +7%
TWA
538
TCI Wealth Advisors
Arizona
$205K -$112 -1 -0.1%
PCS
539
Personal CFO Solutions
New Jersey
$204K +$208K +1,860 New
NFA
540
Northern Financial Advisors
Michigan
$202K – – –
BHWM
541
Beaird Harris Wealth Management
Texas
$201K -$3.25K -29 -2%
PCM
542
Pointe Capital Management
Michigan
$200K +$205K +1,829 New
DAM
543
Delta Asset Management
Tennessee
$173K -$2.24K -20 -1%
CT
544
Caldwell Trust
Florida
$170K -$2.13K -19 -1%
RP
545
Rowlandmiller & Partners
Georgia
$155K – – –
EWM
546
Endurance Wealth Management
Rhode Island
$153K – – –
CT
547
Cambridge Trust
Massachusetts
$149K – – –
CWM
548
Cranbrook Wealth Management
Michigan
$144K -$58.1K -519 -28%
FP
549
Financial Perspectives
Minnesota
$142K +$1.23K +11 +0.9%
ATC
550
Adirondack Trust Company
New York
$139K +$7.95K +71 +6%
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