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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Selective Wealth Management
Virginia
$23K – – –
Smithfield Trust
602
Smithfield Trust
Pennsylvania
$23K – – –
Capital Analysts LLC
603
Capital Analysts LLC
Pennsylvania
$23K +$7.66K +73 +57%
FA
604
Financial Advantage
Maryland
$22K – – –
BMD
605
Better Money Decisions
New Mexico
$22K +$19.9K +190 New
EARNEST Partners
606
EARNEST Partners
Georgia
$21K – – –
MI
607
Markston International
New York
$21K – – –
TFO
608
Tarbox Family Office
California
$21K – – –
EP
609
Eudaimonia Partners
Tennessee
$21K +$19.5K +186 New
SSB
610
Sandy Spring Bank
Maryland
$20K – – –
TF
611
TimeScale Financial
Massachusetts
$20K +$105 +1 +0.6%
RWM
612
RBA Wealth Management
California
$18.6K +$17.3K +165 New
WPA
613
West Paces Advisors
Georgia
$18.1K – – –
TFGT
614
TS Financial Group (TSFG)
Illinois
$18K – – –
GAM
615
Gemmer Asset Management
California
$17K – – –
FBT
616
First Bank & Trust
South Dakota
$17K +$15.5K +148 New
BWM
617
BerganKDV Wealth Management
Minnesota
$16K – – –
SPWG
618
Sage Private Wealth Group
Illinois
$16K – – –
WOC
619
West Oak Capital
California
$15K -$7.45K -71 -34%
SLF
620
Sun Life Financial
Ontario, Canada
$15K – – –
ZB
621
Zions Bancorporation
Utah
$14K – – –
CL
622
COWA LLC
Oklahoma
$14K +$12.4K +118 New
ADL
623
Asset Dedication LLC
California
$13K – – –
BA
624
Bellwether Advisors
Nebraska
$13K – – –
Farmers & Merchants Investments Inc
625
Farmers & Merchants Investments Inc
Nebraska
$13K – – –