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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
601
HBK Sorce Advisory
Pennsylvania
$231K -$14.5K -120 -6%
SMA
602
Sage Mountain Advisors
Georgia
$231K +$217K +1,802 New
CSIC
603
Clifford Swan Investment Counsel
California
$231K +$217K +1,800 New
PS
604
Principal Securities
Iowa
$229K +$32.8K +272 +18%
REMPR
605
Roof Eidam Maycock Peralta (REMP)
California
$229K +$215K +1,783 New
VIM
606
Vinva Investment Management
Australia
$229K -$188K -1,557 -46%
TIA
607
Trust Investment Advisors
Indiana
$226K +$212K +1,758 New
STA
608
Summit Trail Advisors
New York
$225K +$210K +1,742 New
AC
609
ASB Consultores
Florida
$225K -$51.5K -427 -20%
TCOT
610
Trust Company of Toledo
Ohio
$224K -$10.9K -90 -5%
CCA
611
Checchi Capital Advisers
California
$223K +$209K +1,733 New
OPA
612
Old Port Advisors
Maine
$219K +$206K +1,708 New
APF
613
Alaska Permanent Fund
Alaska
$219K – – –
SLG
614
Stanley-Laman Group
Pennsylvania
$216K +$203K +1,685 New
CA
615
Calton & Associates
Florida
$215K +$202K +1,675 New
SIMG
616
Sonora Investment Management Group
Arizona
$215K +$202K +1,674 New
PFGIA
617
Patriot Financial Group Insurance Agency
Massachusetts
$210K +$197K +1,638 New
MG
618
Mather Group
Illinois
$210K -$259K -2,150 -57%
SCA
619
Snowden Capital Advisors
New York
$209K +$195K +1,618 New
SC
620
Steph & Co
Wisconsin
$209K -$5.79K -48 -3%
LCWP
621
Legacy Capital Wealth Partners
Arkansas
$209K +$196K +1,626 New
SHFA
622
SC&H Financial Advisors
Maryland
$208K +$195K +1,620 New
AIA
623
Affinity Investment Advisors
California
$208K +$195K +1,620 New
SPIA
624
Steward Partners Investment Advisory
New York
$206K +$10.4K +86 +6%
WPW
625
Waldron Private Wealth
Pennsylvania
$205K +$192K +1,595 New
23 24
25
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