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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
626
MV Capital Management
Maryland
$7K – – –
EWA
627
Evolution Wealth Advisors
Florida
$7K +$2.87K +26 +79%
FEG
628
Financial Enhancement Group
Indiana
$6K – – –
EW
629
Evoke Wealth
California
$5.63K +$5.42K +49 New
HIM
630
Hillsdale Investment Management
Ontario, Canada
$5K – – –
TFO
631
Tarbox Family Office
California
$5K – – –
NCM
632
Nelson Capital Management
California
$5K +$4.97K +45 New
RWM
633
Raffa Wealth Management
District of Columbia
$4.79K +$4.64K +42 New
AIM
634
Anchor Investment Management
South Carolina
$4.52K – – –
BCI
635
Brinker Capital Investments
Pennsylvania
$4K – – –
SWA
636
Sutton Wealth Advisors
Florida
$3.19K – – –
GWS
637
Glassman Wealth Services
Virginia
$3K -$221 -2 -8%
GWMIA
638
Global Wealth Management Investment Advisory
Florida
$3K – – –
SFSIG
639
San Francisco Sentry Investment Group
California
$3K – – –
CFGS
640
Concourse Financial Group Securities
Alabama
$2K -$22.8K -206 -92%
PFGIA
641
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$332 -3 -14%
AWM
642
AllSquare Wealth Management
New York
$2K – – –
APC
643
Aspire Private Capital
North Carolina
$2K – – –
BBHC
644
Brown Brothers Harriman & Co
New York
$2K +$1.44K +13 +163%
PWP
645
Personal Wealth Partners
Minnesota
$2K +$2.32K +21 New
FPFS
646
First Personal Financial Services
North Carolina
$1K – – –
PWMG
647
Prestige Wealth Management Group
New Jersey
$1K +$1.44K +13 New
GWAG
648
Garrett Wealth Advisory Group
Texas
$798 +$774 +7 New
CGM
649
Centenus Global Management
New York
– -$25.6M -235,000 Closed
Adage Capital Partners
650
Adage Capital Partners
Massachusetts
– -$14.7M -135,008 Closed