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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
576
Beaird Harris Wealth Management
Texas
$206K – – –
PCM
577
Pointe Capital Management
Michigan
$205K – – –
GIA
578
Gateway Investment Advisers
Ohio
$204K -$23.5K -218 -11%
BTI
579
Blue Trust Inc
Georgia
$204K -$5.72K -53 -3%
TWM
580
Triton Wealth Management
Arizona
$203K +$197K +1,829 New
CSIC
581
Clifford Swan Investment Counsel
California
$202K +$194K +1,800 New
RFS
582
Richardson Financial Services
Massachusetts
$200K +$17.8K +165 +10%
CT
583
Caldwell Trust
Florida
$192K +$16.6K +154 +10%
APF
584
Alaska Permanent Fund
Alaska
$189K +$6.8K +63 +4%
SC
585
Steph & Co
Wisconsin
$187K +$24.3K +225 +16%
NC
586
nVerses Capital
Florida
$179K +$173K +1,600 New
DAM
587
Delta Asset Management
Tennessee
$175K – – –
AWM
588
Avior Wealth Management
Nebraska
$171K +$165K +1,529 New
CA
589
Continuum Advisory
Idaho
$171K +$159K +1,469 New
BFEC
590
Benjamin F. Edwards & Company
Missouri
$162K +$157K +1,451 New
RIL
591
Rothschild Investment LLC
Illinois
$158K +$1.08K +10 +0.7%
SPIA
592
Steward Partners Investment Advisory
New York
$156K +$33.9K +314 +29%
RTC
593
Riverview Trust Company
Washington
$154K +$148K +1,375 New
CA
594
Clearstead Advisors
Ohio
$154K -$4.1K -38 -3%
CT
595
Cambridge Trust
Massachusetts
$153K – – –
GIA
596
GHP Investment Advisors
Colorado
$152K – – –
FFA
597
Farther Finance Advisors
California
$150K -$755 -7 -0.5%
FP
598
Financial Perspectives
Minnesota
$149K +$647 +6 +0.5%
CWM
599
Cranbrook Wealth Management
Michigan
$148K – – –
RP
600
Rowlandmiller & Partners
Georgia
$135K – – –
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