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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
626
MV Capital Management
Maryland
$6K – – –
AIA
627
Alera Investment Advisors
Illinois
$6K +$5.76K +59 New
FTI
628
Fiduciary Trust International
Massachusetts
$6K +$5.76K +59 New
FAM
629
Fred Alger Management
New York
$6K +$5.76K +59 New
VNA
630
Valley National Advisers
Pennsylvania
$6K +$5.76K +59 New
CI
631
CX Institutional
Indiana
$5K – – –
FEG
632
Financial Enhancement Group
Indiana
$5K – – –
TCA
633
Tortoise Capital Advisors
Kansas
$5K – – –
BCI
634
Brinker Capital Investments
Pennsylvania
$4K – – –
CWM
635
Catamount Wealth Management
Connecticut
$4K – – –
W
636
WealthOne
New York
$4K +$3.71K +38 New
WAS
637
Winch Advisory Services
Wisconsin
$4K +$3.91K +40 New
KCM
638
Karp Capital Management
California
$4K +$4.49K +46 New
BBHC
639
Brown Brothers Harriman & Co
New York
$4K +$4.59K +47 New
RWM
640
Raffa Wealth Management
District of Columbia
$3.97K – – –
AIM
641
Anchor Investment Management
South Carolina
$3.75K – – –
HIM
642
Hillsdale Investment Management
Ontario, Canada
$3K -$1.76K -18 -34%
SFSIG
643
San Francisco Sentry Investment Group
California
$3K – – –
SWA
644
Sutton Wealth Advisors
Florida
$2.65K – – –
BFEC
645
Benjamin F. Edwards & Company
Missouri
$2K -$9.57K -98 -83%
TFA
646
Transamerica Financial Advisors
Florida
$2K -$98 -1 -7%
MSA
647
Marino Stram & Associates
Massachusetts
$2K – – –
TFO
648
Tarbox Family Office
California
$2K – – –
LPWM
649
Lake Point Wealth Management
Texas
$2K +$1.85K +19 New
GWMIA
650
Global Wealth Management Investment Advisory
Florida
$2K +$2.15K +22 New
24 25
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