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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
701
Crews Bank & Trust
Florida
$155K – – –
SC
702
Steph & Co
Wisconsin
$154K -$87.8K -653 -36%
BFS
703
Burkett Financial Services
South Carolina
$153K +$1.21K +9 +0.8%
SIS
704
Sound Income Strategies
Florida
$149K -$8.2K -61 -5%
NS
705
NBC Securities
Alabama
$148K +$32K +238 +27%
OWA
706
Opal Wealth Advisors
New York
$146K +$148K +1,099 New
VCM
707
Versant Capital Management
Arizona
$140K +$2.02K +15 +1%
RTC
708
Riverview Trust Company
Washington
$139K – – –
SAM
709
S.A. Mason
Michigan
$138K -$12.8K -95 -8%
OAM
710
Ostrum Asset Management
France
$132K -$3.9K -29 -3%
WB
711
Webster Bank
Connecticut
$132K – – –
WTA
712
Washington Trust Advisors
Massachusetts
$132K +$4.03K +30 +3%
WSFS
713
Wilmington Savings Fund Society
Delaware
$129K -$39K -290 -23%
SWA
714
SOA Wealth Advisors
New York
$129K +$60.4K +449 +86%
QL
715
Quarry LP
New York
$128K +$76.4K +568 +142%
PCFFS
716
Pacific Center for Financial Services
California
$122K – – –
MIM
717
MTM Investment Management
South Carolina
$119K +$121K +900 New
TIM
718
Tortoise Investment Management
New York
$119K -$3.36K -25 -3%
RP
719
Rowlandmiller & Partners
Georgia
$119K – – –
EP
720
Essential Partners
California
$113K +$115K +855 New
LI
721
LRI Investments
Florida
$111K +$92.1K +685 +457%
CWP
722
Concord Wealth Partners
Virginia
$109K – – –
FC
723
Fairscale Capital
New Hampshire
$108K +$42.2K +314 +67%
EIM
724
Essex Investment Management
Massachusetts
$96.4K – – –
FWA
725
Flagship Wealth Advisors
Massachusetts
$95.5K – – –
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