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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
626
Confluence Wealth Services
Pennsylvania
$360K +$4.38K +30 +1%
AIP
627
Almanack Investment Partners
Pennsylvania
$356K +$341K +2,335 New
FFA
628
Fi3 Financial Advisors
Indiana
$354K +$2.05M +14,027 New
HP
629
Hilltop Partners
Indiana
$351K
DC
630
Davenport & Co
Virginia
$349K +$68.1K +466 +26%
SIP
631
Stoneridge Investment Partners
Pennsylvania
$349K
CAS
632
Coppell Advisory Solutions
Texas
$348K +$877 +6 New
Vontobel Holding
633
Vontobel Holding
Switzerland
$348K +$18.7K +128 +6%
RIA
634
Regal Investment Advisors
Michigan
$348K +$8.91K +61 +3%
OCA
635
OpenArc Corporate Advisory
Georgia
$347K +$332K +2,275 New
FTWA
636
Fifth Third Wealth Advisors
Ohio
$346K -$45.1K -309 -12%
VL
637
Vima LLC
Michigan
$343K +$329K +2,251 New
DPI
638
Diversified Portfolios Inc
Michigan
$341K +$21.9K +150 +7%
TCOT
639
Trust Company of Toledo
Ohio
$341K
PPWM
640
Paragon Private Wealth Management
Kentucky
$341K -$1.9K -13 -0.6%
AAS
641
Asset Allocation Strategies
Michigan
$339K +$2.48K +17 +0.8%
SA
642
Strategic Advisors
New York
$337K -$6.79M -46,481 -95%
BAM
643
Belpointe Asset Management
Nevada
$337K -$28.1K -192 -8%
RWM
644
Ritholtz Wealth Management
New York
$336K +$323K +2,208 New
WT
645
Whittier Trust
California
$336K
AWA
646
Arkadios Wealth Advisors
Georgia
$336K +$67.9K +465 +27%
BWFA
647
Baltimore-Washington Financial Advisors
Maryland
$335K
IA
648
Integrity Alliance
Iowa
$331K +$13.9K +95 +5%
AWA
649
Aaron Wealth Advisors
Illinois
$327K +$314K +2,147 New
AF
650
AGP Franklin
Tennessee
$327K