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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
576
Evergreen Capital Management
Washington
$213K +$213K +1,905 New
HSA
577
HBK Sorce Advisory
Pennsylvania
$213K +$215K +1,922 New
CPIG
578
Chicago Partners Investment Group
Illinois
$213K +$197K +1,766 New
AI
579
Atom Investors
Texas
$212K -$472K -4,222 -69%
I2I
580
Insight 2811 Inc
Illinois
$211K +$212K +1,900 New
CT
581
Caldwell Trust
Florida
$208K +$18.4K +165 +10%
FA
582
Fermata Advisors
California
$206K +$2.01K +18 +1%
DWM
583
Dynasty Wealth Management
Florida
$206K +$207K +1,855 New
APF
584
Alaska Permanent Fund
Alaska
$205K +$1.79K +16 +0.9%
BHWM
585
Bar Harbor Wealth Management
New Hampshire
$205K – – –
Jones Financial Companies
586
Jones Financial Companies
Missouri
$204K +$116K +1,042 +131%
TCOT
587
Trust Company of Toledo
Ohio
$204K +$205K +1,837 New
BHWM
588
Beaird Harris Wealth Management
Texas
$204K -$447 -4 -0.2%
PCM
589
Pointe Capital Management
Michigan
$203K – – –
GIA
590
Gateway Investment Advisers
Ohio
$203K +$559 +5 +0.3%
EWA
591
EP Wealth Advisors
California
$201K +$203K +1,814 New
ONSWM
592
Old North State Wealth Management
North Carolina
$201K +$202K +1,804 New
GL
593
Graypoint LLC
New York
$200K -$19.4K -174 -9%
SC
594
Steph & Co
Wisconsin
$186K +$1.45K +13 +0.8%
RFS
595
Richardson Financial Services
Massachusetts
$182K -$16.2K -145 -8%
CWM
596
Cranbrook Wealth Management
Michigan
$176K +$29.8K +267 +20%
DAM
597
Delta Asset Management
Tennessee
$173K – – –
SPIA
598
Steward Partners Investment Advisory
New York
$169K +$14.4K +129 +9%
PS
599
Principal Securities
Iowa
$168K +$56.6K +506 +50%
AWM
600
Avior Wealth Management
Nebraska
$166K -$4.58K -41 -3%