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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
651
Raffa Wealth Management
District of Columbia
$8.29K – – –
HIA
652
Harbor Investment Advisory
Maryland
$8K – – –
TSW
653
Thompson Siegel & Walmsley
Virginia
$8K +$8.3K +71 New
GRP
654
Global Retirement Partners
California
$7K – – –
LAS
655
Lloyd Advisory Services
Georgia
$7K +$3.74K +32 +91%
CCA
656
Column Capital Advisors
Indiana
$6K -$819 -7 -11%
FHC
657
First Horizon Corporation
Tennessee
$6K – – –
IFAM
658
Institutional & Family Asset Management
Colorado
$6K – – –
EBA
659
Eagle Bay Advisors
New York
$6K +$4.79K +41 New
AFG
660
Albion Financial Group
Utah
$6K +$6.43K +55 New
IRC
661
Investors Research Corp
Georgia
$6K +$6.9K +59 New
VCM
662
Vigilant Capital Management
Maine
$5K +$5.03K +43 New
SWA
663
Sutton Wealth Advisors
Florida
$4.92K – – –
AIM
664
Anchor Investment Management
South Carolina
$4.41K – – –
PFGIA
665
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$117 -1 -3%
CFO
666
CVA Family Office
Colorado
$4K – – –
SFSIG
667
San Francisco Sentry Investment Group
California
$4K – – –
LWCFA
668
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$4.21K +36 New
RA
669
Resolute Advisors
California
$4K +$4.21K +36 New
KFP
670
KB Financial Partners
New Jersey
$3K – – –
FI
671
FormulaFolio Investments
Michigan
$3K +$3.16K +27 New
CMBA
672
C.M. Bidwell & Associates
Hawaii
$3K +$3.74K +32 New
AWM
673
AllSquare Wealth Management
New York
$2K – – –
CWC
674
Carolinas Wealth Consulting
North Carolina
$2K – – –
JFA
675
JNBA Financial Advisors
Minnesota
$2K – – –
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27
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