We are live on ! Find out more
DTE icon

DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
THWM
551
Taylor Hoffman Wealth Management
Virginia
$128K – – –
Orion Portfolio Solutions
552
Orion Portfolio Solutions
Nebraska
$125K +$122K +1,135 New
SAM
553
S.A. Mason
Michigan
$120K +$117K +1,087 New
PCFFS
554
Pacific Center for Financial Services
California
$119K – – –
SignatureFD
555
SignatureFD
Georgia
$116K -$40.7K -377 -26%
Synovus Financial
556
Synovus Financial
Georgia
$111K – – –
AIM
557
AIA Investment Management
Singapore
$108K -$18.2K -169 -15%
ARMT
558
Amica Retiree Medical Trust
Rhode Island
$105K +$53.8K +499 +110%
TIM
559
Tortoise Investment Management
New York
$103K -$20.9K -194 -17%
PCG
560
Private Capital Group
Connecticut
$103K +$2.91K +27 +3%
RFM
561
Royal Fund Management
Florida
$101K – – –
First Horizon Advisors
562
First Horizon Advisors
Tennessee
$98K -$20.7K -192 -18%
EIM
563
Essex Investment Management
Massachusetts
$95K – – –
SC
564
Steph & Co
Wisconsin
$94K +$91.8K +851 New
CFGS
565
Concourse Financial Group Securities
Alabama
$93K +$88.1K +817 +4,539%
LFA
566
Lighthouse Financial Advisors
Maryland
$92K +$89.7K +832 New
OC
567
Oakworth Capital
Alabama
$87K -$3.24K -30 -4%
Valeo Financial Advisors
568
Valeo Financial Advisors
Indiana
$85K -$25.3K -235 -23%
LWM
569
Liberty Wealth Management
California
$83K +$3.02K +28 +4%
Loomis, Sayles & Company
570
Loomis, Sayles & Company
Massachusetts
$83K +$20.3K +188 +34%
BFC
571
Bedel Financial Consulting
Indiana
$78K – – –
CAC
572
Certified Advisory Corp
Florida
$78K +$431 +4 +0.6%
Steward Partners Investment Advisory
573
Steward Partners Investment Advisory
New York
$75K +$25.3K +235 +52%
GLI
574
Guardian Life Insurance
New York
$73K +$4.1K +38 +6%
CIA
575
CSat Investment Advisory
Michigan
$73K +$11.8K +109 +20%