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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
601
J2 Capital Management
Michigan
$396K – – –
GPW
602
Gentry Private Wealth
Kansas
$395K +$5.99K +41 +2%
OC
603
Opal Capital
Florida
$394K +$66.5K +455 +21%
EP
604
Essential Partners
California
$394K +$311K +2,130 +468%
C
605
Certuity
Florida
$390K +$42.5K +291 +13%
EAN
606
Excelsior Advisor Network
Colorado
$387K +$70K +479 +23%
MG
607
Mather Group
Illinois
$386K +$75.1K +514 +25%
ECM
608
Evergreen Capital Management
Washington
$383K -$29.4K -201 -7%
MWM
609
Mission Wealth Management
California
$382K +$366K +2,508 New
WCM
610
Winthrop Capital Management
Indiana
$382K +$1.9K +13 +0.5%
MIA
611
MeadowBrook Investment Advisors
Michigan
$382K – – –
IFG
612
Independent Financial Group
California
$380K +$39.7K +272 +12%
BMCM
613
Bryn Mawr Capital Management
Pennsylvania
$378K +$292 +2 +0.1%
MCA
614
Midwest Capital Advisors
Michigan
$376K – – –
AWM
615
Affinity Wealth Management
Delaware
$375K – – –
ONSWM
616
Old North State Wealth Management
North Carolina
$373K +$34.2K +234 +11%
PCIA
617
Prime Capital Investment Advisors
Kansas
$372K -$43.8K -300 -11%
SFC
618
Summit Financial Consulting
Michigan
$371K +$438 +3 +0.1%
FFO
619
Fiduciary Family Office
Florida
$370K +$88.1K +603 +33%
CCA
620
Checchi Capital Advisers
California
$369K +$2.78K +19 +0.8%
BAAM
621
Baker Avenue Asset Management
California
$369K +$354K +2,420 New
ZF
622
Zhang Financial
Michigan
$364K +$16.2K +111 +5%
CL
623
CSS LLC
Illinois
$363K +$104K +710 +43%
QFW
624
QTR Family Wealth
Florida
$362K +$347K +2,376 New
RIS
625
Retirement Income Solutions
Michigan
$361K – – –
23 24
25
26 27