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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
551
Liberty Wealth Management
California
$118K +$1.4K +12 +1%
GWS
552
Glassman Wealth Services
Virginia
$111K +$1.64K +14 +1%
CWP
553
Concord Wealth Partners
Virginia
$106K – – –
SC
554
Steph & Co
Wisconsin
$104K – – –
SAM
555
S.A. Mason
Michigan
$98K +$468 +4 +0.5%
LFG
556
Larson Financial Group
Missouri
$97K +$819 +7 +0.8%
EIM
557
Essex Investment Management
Massachusetts
$95K – – –
Jones Financial Companies
558
Jones Financial Companies
Missouri
$88K +$18.6K +159 +25%
AF
559
Advisornet Financial
Minnesota
$81K – – –
Bessemer Group
560
Bessemer Group
New Jersey
$81K +$11.9K +102 +16%
Acadian Asset Management
561
Acadian Asset Management
Massachusetts
$79K -$121K -1,037 -59%
CFB
562
Cullen/Frost Bankers
Texas
$78K -$34.4K -294 -29%
BFC
563
Bedel Financial Consulting
Indiana
$78K – – –
TH
564
TCTC Holdings
Texas
$78K – – –
TCOV
565
Trust Company of Vermont
Vermont
$76K -$38.9K -333 -33%
FWM
566
FFT Wealth Management
Pennsylvania
$76K +$80.1K +685 New
HFA
567
Hoover Financial Advisors
Pennsylvania
$73K – – –
CI
568
CX Institutional
Indiana
$68K +$4.44K +38 +7%
BAM
569
Barrett Asset Management
New York
$66K – – –
CA
570
Crewe Advisors
Utah
$66K – – –
OSAM
571
O'Shaughnessy Asset Management
Connecticut
$66K +$4.33K +37 +7%
AIL
572
AGF Investments LLC
Ontario, Canada
$66K +$70.5K +603 New
FFA
573
Freedman Financial Associates
Massachusetts
$65K – – –
LCM
574
Logan Capital Management
Pennsylvania
$65K – – –
Group One Trading
575
Group One Trading
Illinois
$65K +$68.8K +588 New