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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
701
JFS Wealth Advisors
Pennsylvania
$4.51K +$334 +3 +8%
DWA
702
Delos Wealth Advisors
Texas
$4.4K – – –
PWMG
703
Prestige Wealth Management Group
New Jersey
$4.11K +$2.01K +18 +95%
EBA
704
Eagle Bay Advisors
New York
$4.07K – – –
KFP
705
KB Financial Partners
New Jersey
$3K – – –
RWM
706
Ruedi Wealth Management
Illinois
$2.86K – – –
HCM
707
Hollencrest Capital Management
California
$2.75K – – –
BAAM
708
Baker Avenue Asset Management
California
$2.42K -$3.68K -33 -60%
FMP
709
Financial Management Professionals
Texas
$2K – – –
AW
710
Avion Wealth
Texas
$2K +$2.67K +24 New
CPG
711
Cornerstone Planning Group
New Jersey
$1.98K +$2.01K +18 New
CWA
712
Clearview Wealth Advisors
Oregon
$1.82K +$111 +1 +6%
CWC
713
Carolinas Wealth Consulting
North Carolina
$1.55K – – –
TCA
714
Trifecta Capital Advisors
Illinois
$1.54K – – –
AWM
715
Abound Wealth Management
Tennessee
$1.54K +$223 +2 +17%
MTIC
716
Missouri Trust & Investment Company
Missouri
$1.54K +$1.56K +14 New
TFM
717
TFC Financial Management
Massachusetts
$1.43K +$557 +5 +63%
JFA
718
JNBA Financial Advisors
Minnesota
$1.32K – – –
DI
719
Disciplined Investments
Oklahoma
$1.32K +$334 +3 +33%
TC
720
Truvestments Capital
Florida
$1.21K – – –
AP
721
Arlington Partners
Alabama
$1.1K – – –
TFA
722
Transamerica Financial Advisors
Florida
$1K – – –
BG
723
Bollard Group
Massachusetts
$1K +$1.11K +10 New
CTWM
724
Cherry Tree Wealth Management
Minnesota
$991 +$1K +9 New
FWM
725
Focused Wealth Management
New York
$696 -$50.3K -451 -99%
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