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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
601
Cigna Investments
Connecticut
$285K – – –
GWM
602
Geneos Wealth Management
Colorado
$285K -$154K -1,123 -36%
DC
603
Dahring Cusmano
Michigan
$284K +$2.33K +17 +0.9%
XF
604
XML Financial
Maryland
$283K – – –
FT
605
Fiduciary Trust
Massachusetts
$281K +$5.48K +40 +2%
OC
606
Oppenheimer & Co
New York
$277K +$11.8K +86 +5%
SA
607
Sonoma Allocations
California
$277K +$268K +1,955 New
UOTTAIMCU
608
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$276K +$267K +1,951 New
HIC
609
Hartline Investment Corp
Illinois
$276K – – –
CAG
610
Crestwood Advisors Group
Massachusetts
$275K +$24.5K +179 +10%
IPWA
611
International Private Wealth Advisors
California
$275K -$35.8K -261 -12%
VF
612
Virtu Financial
New York
$274K -$3.73M -27,248 -93%
GSEP
613
Golden State Equity Partners
California
$272K +$5.34K +39 +2%
SWP
614
Stratos Wealth Partners
Ohio
$269K +$1.37K +10 +0.5%
IA
615
Integrity Alliance
Iowa
$268K +$259K +1,892 New
GIA
616
Gateway Investment Advisers
Ohio
$267K +$30.7K +224 +13%
BAM
617
Belpointe Asset Management
Nevada
$265K -$28.6K -209 -10%
ACGA
618
Atlanta Consulting Group Advisors
Georgia
$261K +$411 +3 +0.2%
AWM
619
Accurate Wealth Management
Florida
$260K +$252K +1,838 New
PCM
620
Pointe Capital Management
Michigan
$259K – – –
NAM
621
NTV Asset Management
West Virginia
$258K +$548 +4 +0.2%
6F
622
626 Financial
Michigan
$258K +$137 +1 +0.1%
FFO
623
Fiduciary Family Office
Florida
$257K -$46.4K -339 -16%
TWM
624
Triton Wealth Management
Arizona
$254K +$1.92K +14 +0.8%
CW
625
CreativeOne Wealth
Kansas
$253K -$274 -2 -0.1%
23 24
25
26 27