We are live on ! Find out more
DTE icon

DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Affinity Wealth Management
Delaware
$340K – – –
Fifth Third Wealth Advisors
552
Fifth Third Wealth Advisors
Ohio
$339K +$35.1K +275 +13%
SFC
553
Summit Financial Consulting
Michigan
$339K +$312K +2,448 New
IC
554
Inscription Capital
Texas
$338K +$384K +3,010 New
WCM
555
Winthrop Capital Management
Indiana
$337K +$1.66K +13 +0.5%
Davenport & Co
556
Davenport & Co
Virginia
$335K +$893 +7 +0.3%
CF
557
Claris Financial
Virginia
$334K – – –
MIA
558
MeadowBrook Investment Advisors
Michigan
$334K – – –
Apollon Wealth Management
559
Apollon Wealth Management
South Carolina
$334K +$32.4K +254 +12%
RIA
560
Regal Investment Advisors
Michigan
$334K +$36.4K +285 +13%
NewEdge Wealth
561
NewEdge Wealth
Pennsylvania
$330K -$265K -2,077 -47%
TCI Wealth Advisors
562
TCI Wealth Advisors
Arizona
$329K +$3.32K +26 +1%
RWMG
563
Redwood Wealth Management Group
New Jersey
$327K +$1.28K +10 +0.4%
MPM
564
MBB Public Markets
Illinois
$322K +$297K +2,331 New
PA
565
Prossimo Advisors
California
$321K +$2.42K +19 +0.8%
Zacks Investment Management
566
Zacks Investment Management
Illinois
$319K -$255 -2 -0.1%
Dynasty Wealth Management
567
Dynasty Wealth Management
Florida
$319K +$206K +1,618 +85%
PWM
568
PBMares Wealth Management
Virginia
$318K – – –
SMA
569
Sage Mountain Advisors
Georgia
$318K -$34.8K -273 -11%
DO
570
denkapparat Operations
Germany
$317K +$292K +2,290 New
Advisory Alpha
571
Advisory Alpha
Michigan
$315K -$24.9K -195 -8%
Evergreen Capital Management
572
Evergreen Capital Management
Washington
$314K +$22.6K +177 +9%
Apella Capital
573
Apella Capital
Connecticut
$314K +$307K +2,403 New
DWS
574
Discipline Wealth Solutions
South Carolina
$311K – – –
OPW
575
Oxler Private Wealth
New York
$308K +$2.55K +20 +0.9%