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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
551
Icon Wealth Advisors
Texas
$360K +$8.2K +61 +2%
OL
552
Optas LLC
Texas
$357K +$363K +2,696 New
NB
553
NBT Bank
New York
$356K – – –
Apollon Wealth Management
554
Apollon Wealth Management
South Carolina
$355K +$35.9K +267 +11%
EC
555
EntryPoint Capital
New York
$345K -$13.4K -100 -4%
Equitable Holdings
556
Equitable Holdings
New York
$345K +$11.3K +84 +3%
BCM
557
Bluefin Capital Management
New York
$344K +$350K +2,600 New
Danske Bank
558
Danske Bank
Denmark
$341K +$80.7K +600 +30%
SMA
559
Sage Mountain Advisors
Georgia
$340K +$36.2K +269 +12%
JCM
560
J2 Capital Management
Michigan
$335K – – –
SW
561
SkyOak Wealth
Michigan
$334K +$134 +1 +0%
BHWM
562
Bar Harbor Wealth Management
New Hampshire
$333K +$74.9K +557 +28%
RBC
563
Romano Brothers & Co
Illinois
$332K – – –
WCM
564
WealthBridge Capital Management
Ohio
$332K – – –
Level Four Advisory Services
565
Level Four Advisory Services
Texas
$330K +$334K +2,487 New
Smartleaf Asset Management
566
Smartleaf Asset Management
Massachusetts
$327K -$45.7K -340 -12%
WCM
567
Winthrop Capital Management
Indiana
$327K +$4.44K +33 +1%
MCA
568
Midwest Capital Advisors
Michigan
$327K – – –
AWM
569
Affinity Wealth Management
Delaware
$326K – – –
Apella Capital
570
Apella Capital
Connecticut
$321K +$5.51K +41 +2%
RIA
571
Regal Investment Advisors
Michigan
$320K +$269 +2 +0.1%
MIA
572
MeadowBrook Investment Advisors
Michigan
$320K – – –
BMCM
573
Bryn Mawr Capital Management
Pennsylvania
$317K +$49.2K +366 +18%
Diversified Trust
574
Diversified Trust
Tennessee
$316K -$19.4K -144 -6%
TIAA Trust, National Association
575
TIAA Trust, National Association
North Carolina
$315K -$23.5K -175 -7%