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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
701
Delos Wealth Advisors
Texas
$4.4K – – –
PWMG
702
Prestige Wealth Management Group
New Jersey
$4.11K +$2.01K +18 +95%
EBA
703
Eagle Bay Advisors
New York
$4.07K – – –
KFP
704
KB Financial Partners
New Jersey
$3K – – –
RWM
705
Ruedi Wealth Management
Illinois
$2.86K – – –
HCM
706
Hollencrest Capital Management
California
$2.75K – – –
BAAM
707
Baker Avenue Asset Management
California
$2.42K -$3.68K -33 -60%
FMP
708
Financial Management Professionals
Texas
$2K – – –
AW
709
Avion Wealth
Texas
$2K +$2.67K +24 New
CPG
710
Cornerstone Planning Group
New Jersey
$1.98K +$2.01K +18 New
CWA
711
Clearview Wealth Advisors
Oregon
$1.82K +$111 +1 +6%
CWC
712
Carolinas Wealth Consulting
North Carolina
$1.55K – – –
TCA
713
Trifecta Capital Advisors
Illinois
$1.54K – – –
AWM
714
Abound Wealth Management
Tennessee
$1.54K +$223 +2 +17%
MTIC
715
Missouri Trust & Investment Company
Missouri
$1.54K +$1.56K +14 New
TFM
716
TFC Financial Management
Massachusetts
$1.43K +$557 +5 +63%
JFA
717
JNBA Financial Advisors
Minnesota
$1.32K – – –
DI
718
Disciplined Investments
Oklahoma
$1.32K +$334 +3 +33%
TC
719
Truvestments Capital
Florida
$1.21K – – –
AP
720
Arlington Partners
Alabama
$1.1K – – –
TFA
721
Transamerica Financial Advisors
Florida
$1K – – –
BG
722
Bollard Group
Massachusetts
$1K +$1.11K +10 New
CTWM
723
Cherry Tree Wealth Management
Minnesota
$991 +$1K +9 New
FWM
724
Focused Wealth Management
New York
$696 -$50.3K -451 -99%
GFPC
725
Global Financial Private Client
Florida
$556 – – –