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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
NP
651
NorthRock Partners
Minnesota
$269K +$259K +1,843 New
AWM
652
Accurate Wealth Management
Florida
$269K +$1.13K +8 +0.4%
PCM
653
Pointe Capital Management
Michigan
$267K
DC
654
Davenport & Co
Virginia
$267K +$257K +1,826 New
FFO
655
Fiduciary Family Office
Florida
$267K +$4.5K +32 +2%
KCP
656
Kera Capital Partners
California
$265K +$255K +1,812 New
CAM
657
Cidel Asset Management
Ontario, Canada
$261K +$251K +1,788 New
NAM
658
NTV Asset Management
West Virginia
$261K
BHWM
659
Bar Harbor Wealth Management
New Hampshire
$260K
Brown Advisory
660
Brown Advisory
Maryland
$257K +$562 +4 +0.2%
LP
661
LMR Partners
United Kingdom
$254K -$184K -1,308 -43%
AWA
662
Arkadios Wealth Advisors
Georgia
$254K +$245K +1,739 New
TCIIS
663
TIAA-CREF Individual & Institutional Services
New York
$254K +$244K +1,738 New
SC
664
Sapient Capital
Indiana
$254K +$242K +1,724 New
SWM
665
Sandro Wealth Management
New Jersey
$254K +$19K +135 +8%
FNFDCM
666
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$253K -$1.41K -10 -0.6%
KA
667
KLCM Advisors
Wisconsin
$251K +$1.13K +8 +0.5%
CWG
668
Cornerstone Wealth Group
North Carolina
$251K -$5.34K -38 -2%
PS
669
Principal Securities
Iowa
$250K +$14.8K +105 +7%
FAC
670
Financial Advisory Corporation
Michigan
$250K
PCS
671
Personal CFO Solutions
New Jersey
$249K +$6.33K +45 +3%
MQWP
672
Morey & Quinn Wealth Partners
Nebraska
$249K +$1.13K +8 +0.5%
WPIC
673
White Pine Investment Company
Michigan
$247K +$562 +4 +0.2%
SAG
674
SageView Advisory Group
California
$247K -$50.9K -362 -18%
CT
675
Caldwell Trust
Florida
$247K