We are live on ! Find out more
DTE icon

DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
551
Paragon Private Wealth Management
Kentucky
$350K -$44.5K -325 -12%
DT
552
Diversified Trust
Tennessee
$349K +$11.5K +84 +4%
ONSWM
553
Old North State Wealth Management
North Carolina
$349K -$130K -949 -28%
MCA
554
Midwest Capital Advisors
Michigan
$349K
AWM
555
Affinity Wealth Management
Delaware
$348K
AF
556
Advisornet Financial
Minnesota
$345K +$237K +1,733 +247%
RIA
557
Regal Investment Advisors
Michigan
$344K +$2.19K +16 +0.7%
FRA
558
Frank Rimerman Advisors
California
$342K +$332K +2,421 New
BMCM
559
Bryn Mawr Capital Management
Pennsylvania
$342K +$4.11K +30 +1%
MIA
560
MeadowBrook Investment Advisors
Michigan
$342K
GRP
561
Global Retirement Partners
California
$340K +$136K +993 +70%
RIS
562
Retirement Income Solutions
Michigan
$340K +$4.93K +36 +2%
TWA
563
TCI Wealth Advisors
Arizona
$334K -$274 -2 -0.1%
RWMG
564
Redwood Wealth Management Group
New Jersey
$333K
PCIA
565
Prime Capital Investment Advisors
Kansas
$332K +$2.19K +16 +0.7%
SFC
566
Summit Financial Consulting
Michigan
$332K +$411 +3 +0.1%
TIAA Trust, National Association
567
TIAA Trust, National Association
North Carolina
$331K -$5.34K -39 -2%
CWS
568
Confluence Wealth Services
Pennsylvania
$330K -$76.7K -560 -19%
TI
569
Tidal Investments
Wisconsin
$329K +$30.3K +221 +10%
AC
570
AlphaCore Capital
California
$328K +$24.9K +182 +9%
HP
571
Hilltop Partners
Indiana
$326K
PWM
572
PBMares Wealth Management
Virginia
$325K
FTWA
573
Fifth Third Wealth Advisors
Ohio
$320K -$8.77K -64 -3%
ZF
574
Zhang Financial
Michigan
$320K +$310K +2,261 New
HSA
575
HBK Sorce Advisory
Pennsylvania
$319K +$3.42K +25 +1%