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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
676
Institutional & Family Asset Management
Colorado
$4.37K – – –
WIM
677
Westside Investment Management
California
$4.37K – – –
RWM
678
Raffa Wealth Management
District of Columbia
$4.27K -$4.41K -41 -49%
DWA
679
Delos Wealth Advisors
Texas
$4.14K – – –
HIA
680
Harbor Investment Advisory
Maryland
$3.87K -$2.15K -20 -34%
EBA
681
Eagle Bay Advisors
New York
$3.67K – – –
BIA
682
Bell Investment Advisors
California
$3.08K -$3.66K -34 -52%
VNA
683
Valley National Advisers
Pennsylvania
$3K +$3.77K +35 New
RWM
684
Ruedi Wealth Management
Illinois
$2.58K – – –
HCM
685
Hollencrest Capital Management
California
$2.48K – – –
RL
686
Rogco LP
Oklahoma
$2.38K +$2.58K +24 New
FMP
687
Financial Management Professionals
Texas
$2K – – –
KFP
688
KB Financial Partners
New Jersey
$2K – – –
SFG
689
Steward Financial Group
Texas
$2K +$3.12K +29 New
JWA
690
JFS Wealth Advisors
Pennsylvania
$1.69K -$2.58K -24 -59%
CPG
691
Cornerstone Planning Group
New Jersey
$1.69K -$108 -1 -6%
AWM
692
Abound Wealth Management
Tennessee
$1.59K +$215 +2 +14%
MTIC
693
Missouri Trust & Investment Company
Missouri
$1.39K – – –
TCA
694
Trifecta Capital Advisors
Illinois
$1.39K – – –
CWC
695
Carolinas Wealth Consulting
North Carolina
$1.35K – – –
BAAM
696
Baker Avenue Asset Management
California
$1.29K -$968 -9 -41%
JFA
697
JNBA Financial Advisors
Minnesota
$1.19K – – –
TC
698
Truvestments Capital
Florida
$1.09K – – –
TFA
699
Transamerica Financial Advisors
Florida
$1K -$108 -1 -13%
LFA
700
LGT Financial Advisors
Texas
$993 +$1.08K +10 New
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