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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
726
Mainsail Asset Management
Alabama
$231K +$228K +1,558 New
WCP
727
Wick Capital Partners
Pennsylvania
$230K +$221K +1,512 New
DAM
728
Delta Asset Management
Tennessee
$230K – – –
LCM
729
LVM Capital Management
Michigan
$230K – – –
BWM
730
Bernicke Wealth Management
Wisconsin
$230K – – –
OMIC
731
Old Mission Investment Co
Michigan
$229K +$218K +1,489 New
TPI
732
Trust Point Inc
Wisconsin
$227K +$218K +1,492 New
OL
733
Optas LLC
Texas
$227K +$12.4K +85 +6%
SOS
734
Silver Oak Securities
Tennessee
$224K – – –
RFC
735
Regions Financial Corp
Alabama
$224K +$5.11K +35 +2%
AO
736
Advisor OS
Illinois
$222K +$1.46K +10 +0.7%
LFA
737
Legacy Financial Advisors
Kentucky
$222K +$213K +1,457 New
SMC
738
Smith, Moore & Co
Missouri
$220K +$146 +1 +0.1%
SCS
739
Sound Capital Solutions
Florida
$219K +$210K +1,440 New
HCM
740
Howard Capital Management
Georgia
$219K +$210K +1,437 New
KA
741
Kovack Advisors
Florida
$218K -$877 -6 -0.4%
MQWP
742
Morey & Quinn Wealth Partners
Nebraska
$218K -$39.7K -272 -16%
CA
743
Calton & Associates
Florida
$217K -$70.6K -483 -25%
SFS
744
Stiles Financial Services
Minnesota
$215K – – –
TCWA
745
Turtle Creek Wealth Advisors
Texas
$215K +$206K +1,412 New
CA
746
Continuum Advisory
Idaho
$215K +$206K +1,411 New
MGIA
747
Moneta Group Investment Advisors
Missouri
$215K -$10.5K -72 -5%
OPW
748
Oxler Private Wealth
New York
$214K +$1.61K +11 +0.8%
WPC
749
Wedmont Private Capital
Pennsylvania
$214K +$208K +1,421 New
PWMAG
750
Pinnacle Wealth Management Advisory Group
New Jersey
$213K +$1.75K +12 +0.9%
28 29
30
31 32