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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
AllSquare Wealth Management
New York
$7K – – –
CFG
577
Citizens Financial Group
Rhode Island
$7K – – –
HIM
578
Hillsdale Investment Management
Ontario, Canada
$7K – – –
MSA
579
Marino Stram & Associates
Massachusetts
$7K +$6.84K +72 New
CIBC Private Wealth Group
580
CIBC Private Wealth Group
Georgia
$6K +$6.46K +68 New
SIS
581
Sound Income Strategies
Florida
$6K +$6.94K +73 New
SPI
582
Santori & Peters Inc
Pennsylvania
$6K +$7.41K +78 New
LC
583
Landaas & Company
Wisconsin
$5K – – –
Lazard Asset Management
584
Lazard Asset Management
New York
$5K – – –
MCM
585
MV Capital Management
Maryland
$5K – – –
PRS
586
Pinkerton Retirement Specialists
Idaho
$5K – – –
TCOV
587
Trust Company of Vermont
Vermont
$5K – – –
BBHC
588
Brown Brothers Harriman & Co
New York
$5K +$4.85K +51 New
OPWM
589
Oak Point Wealth Management
Michigan
$5K +$5.13K +54 New
RWA
590
Ropes Wealth Advisors
Massachusetts
$5K +$5.61K +59 New
TCA
591
Tortoise Capital Advisors
Kansas
$4K -$149K -1,569 -97%
GT
592
Greenleaf Trust
Michigan
$4K – – –
LWCFA
593
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K – – –
AIM
594
Anchor Investment Management
South Carolina
$3.72K – – –
CAW
595
Cornerstone Advisors (Washington)
Washington
$3K – – –
FPFS
596
First Personal Financial Services
North Carolina
$3K – – –
GFP
597
Gryphon Financial Partners
Ohio
$3K +$3.23K +34 New
AC
598
Avestar Capital
New York
$3K +$3.33K +35 New
PWM
599
Paulson Wealth Management
Illinois
$3K +$3.42K +36 New
SWA
600
Sutton Wealth Advisors
Florida
$2.63K – – –