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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
626
Asset Allocation Strategies
Michigan
$286K +$815 +6 +0.3%
CA
627
Calton & Associates
Florida
$284K +$16.7K +123 +6%
BWFA
628
Baltimore-Washington Financial Advisors
Maryland
$284K +$299K +2,200 New
DWS
629
Discipline Wealth Solutions
South Carolina
$283K +$272 +2 +0.1%
PA
630
Parallel Advisors
California
$282K +$12.8K +94 +4%
CAG
631
Crestwood Advisors Group
Massachusetts
$281K +$31.2K +230 +12%
WT
632
Whittier Trust
California
$279K
Vontobel Holding
633
Vontobel Holding
Switzerland
$278K
AF
634
AGP Franklin
Tennessee
$277K
SFS
635
Summit Financial Strategies
Ohio
$275K
DPI
636
Diversified Portfolios Inc
Michigan
$274K
GS
637
GTS Securities
Florida
$273K -$346K -2,545 -55%
RBC
638
Romano Brothers & Co
Illinois
$272K
FTWA
639
Fifth Third Wealth Advisors
Ohio
$272K -$20.6K -152 -7%
AC
640
AIFG Consultants
New York
$271K
SFG
641
SageGuard Financial Group
Tennessee
$267K +$281K +2,071 New
PSP
642
Principal Street Partners
Tennessee
$266K
SAG
643
SageView Advisory Group
California
$265K -$7.61K -56 -3%
HFP
644
Holistic Financial Partners
Indiana
$264K -$1.36K -10 -0.5%
SA
645
Sonoma Allocations
California
$262K +$2.31K +17 +0.9%
PTC
646
Private Trust Company
Ohio
$261K -$3.8K -28 -1%
DC
647
Dahring Cusmano
Michigan
$261K +$2.04K +15 +0.7%
GWM
648
Geneos Wealth Management
Colorado
$259K -$815 -6 -0.3%
CI
649
Cigna Investments
Connecticut
$259K
PCM
650
Prelude Capital Management
New York
$258K +$272K +2,002 New