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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
701
Eagle Bay Advisors
New York
$4.05K -$448 -4 -10%
KFP
702
KB Financial Partners
New Jersey
$3K – – –
MCM
703
Manchester Capital Management
Vermont
$2.96K -$784 -7 -21%
RWM
704
Ruedi Wealth Management
Illinois
$2.85K – – –
HCM
705
Hollencrest Capital Management
California
$2.74K – – –
LF
706
Lee Financial
Texas
$2.21K – – –
PWMG
707
Prestige Wealth Management Group
New Jersey
$2.13K -$9.41K -84 -82%
SC
708
Schubert & Co
Texas
$2.08K -$112 -1 -5%
FMP
709
Financial Management Professionals
Texas
$2K +$896 +8 +62%
CWA
710
Clearview Wealth Advisors
Oregon
$1.81K – – –
CWC
711
Carolinas Wealth Consulting
North Carolina
$1.55K – – –
TCA
712
Trifecta Capital Advisors
Illinois
$1.53K – – –
AWM
713
Abound Wealth Management
Tennessee
$1.31K – – –
JFA
714
JNBA Financial Advisors
Minnesota
$1.31K – – –
TC
715
Truvestments Capital
Florida
$1.21K – – –
AP
716
Arlington Partners
Alabama
$1.09K +$1.12K +10 New
PCM
717
Penserra Capital Management
California
$1K -$3.42M -30,524 -100%
TFA
718
Transamerica Financial Advisors
Florida
$1K -$224 -2 -20%
DI
719
Disciplined Investments
Oklahoma
$986 -$448 -4 -31%
TFM
720
TFC Financial Management
Massachusetts
$877 – – –
GFPC
721
Global Financial Private Client
Florida
$545 – – –
NSG
722
Nalls Sherbakoff Group
Tennessee
$544 +$560 +5 New
ECM
723
Everence Capital Management
Indiana
$457 – – –
CAC
724
Core Alternative Capital
Georgia
$438 -$672 -6 -60%
WA
725
WestEnd Advisors
North Carolina
$438 -$448 -4 Closed
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