DTE icon

DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
626
Citizens Financial Group
Rhode Island
$261K +$44.5K +331 +20%
FA
627
Fermata Advisors
California
$261K +$8.34K +62 +3%
QFA
628
Quantum Financial Advisors
California
$259K +$1.08K +8 +0.4%
AL
629
Aspiriant LLC
California
$259K +$263K +1,957 New
TWM
630
Triton Wealth Management
Arizona
$258K +$250K +1,858 New
FT
631
Fiduciary Trust
Massachusetts
$258K -$22.9K -170 -8%
HIC
632
Hartline Investment Corp
Illinois
$258K – – –
Brown Advisory
633
Brown Advisory
Maryland
$256K -$14.1K -105 -5%
NAM
634
NorthCrest Asset Manangement
Minnesota
$254K +$259K +1,925 New
MPM
635
MBB Public Markets
Illinois
$252K -$57.5K -428 -18%
OF
636
Optimize Financial
California
$250K -$1.61K -12 -0.6%
SWP
637
Stratos Wealth Partners
Ohio
$250K -$403 -3 -0.2%
OMIC
638
Old Mission Investment Co
Michigan
$250K -$13.4K -100 -5%
GSEP
639
Golden State Equity Partners
California
$250K -$5.38K -40 -2%
OC
640
Oppenheimer & Co
New York
$248K -$32.8K -244 -12%
OPW
641
Oxler Private Wealth
New York
$247K -$48.5K -361 -16%
CCA
642
Checchi Capital Advisers
California
$245K -$28K -208 -10%
MG
643
Mather Group
Illinois
$244K +$3.5K +26 +1%
ACGA
644
Atlanta Consulting Group Advisors
Georgia
$244K +$403 +3 +0.2%
PCM
645
Pointe Capital Management
Michigan
$242K – – –
6F
646
626 Financial
Michigan
$241K +$245K +1,820 New
NAM
647
NTV Asset Management
West Virginia
$241K -$40.3K -300 -14%
CW
648
CreativeOne Wealth
Kansas
$238K +$241K +1,793 New
SCA
649
Snowden Capital Advisors
New York
$237K +$8.07K +60 +3%
FNFDCM
650
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$237K -$32.1K -239 -12%