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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
576
Prime Capital Investment Advisors
Kansas
$346K +$45.1K +332 +14%
SAM
577
Sagewood Asset Management
New York
$345K +$363K +2,676 New
QFA
578
Quantum Financial Advisors
California
$345K +$2.58K +19 +0.7%
BAM
579
Burkett Asset Management
$345K +$363K +2,675 New
IWA
580
Icon Wealth Advisors
Texas
$343K -$8.01K -59 -2%
EFS
581
Essex Financial Services
Connecticut
$343K -$132K -975 -27%
PE
582
PCM Encore
Colorado
$340K +$358K +2,634 New
JCM
583
J2 Capital Management
Michigan
$335K – – –
QL
584
Quarry LP
New York
$335K +$352K +2,594 New
AWA
585
Aaron Wealth Advisors
Illinois
$333K -$354K -2,604 -50%
AWM
586
Apollon Wealth Management
South Carolina
$329K -$7.74K -57 -2%
LFAS
587
Level Four Advisory Services
Texas
$329K -$156K -1,147 -31%
GPW
588
Gentry Private Wealth
Kansas
$328K +$345K +2,542 New
LWL
589
Leo Wealth LLC
Texas
$327K +$125K +922 +57%
SW
590
SkyOak Wealth
Michigan
$326K – – –
PPWM
591
Paragon Private Wealth Management
Kentucky
$325K +$6.25K +46 +2%
BTI
592
Blue Trust Inc
Georgia
$325K -$59.5K -438 -15%
WCM
593
Winthrop Capital Management
Indiana
$323K +$2.85K +21 +0.8%
VF
594
Virtu Financial
New York
$320K +$73.7K +543 +28%
MCA
595
Midwest Capital Advisors
Michigan
$318K – – –
NW
596
NewEdge Wealth
Pennsylvania
$318K +$93.3K +687 +39%
AWM
597
Affinity Wealth Management
Delaware
$317K – – –
TCM
598
Teza Capital Management
Illinois
$315K +$332K +2,445 New
BMCM
599
Bryn Mawr Capital Management
Pennsylvania
$315K +$2.58K +19 +0.8%
RIS
600
Retirement Income Solutions
Michigan
$314K +$4.62K +34 +1%
22 23
24
25 26