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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
776
Richardson Financial Services
Massachusetts
$194K – – –
SAM
777
S.A. Mason
Michigan
$185K +$730 +5 +0.4%
ATC
778
Adirondack Trust Company
New York
$183K – – –
CBT
779
Crews Bank & Trust
Florida
$178K – – –
GSEP
780
Golden State Equity Partners
California
$170K -$247K -1,692 -60%
FC
781
Fairscale Capital
New Hampshire
$168K – – –
AA
782
Ancora Advisors
Ohio
$165K +$2.34K +16 +1%
BFS
783
Burkett Financial Services
South Carolina
$157K -$19.3K -132 -11%
SWA
784
SOA Wealth Advisors
New York
$151K +$584 +4 +0.4%
EI
785
EFG International
$151K +$121K +828 +518%
BWA
786
Basecamp Wealth Advisors
Washington
$146K +$11.1K +76 +9%
HPBT
787
Hickory Point Bank & Trust
Illinois
$146K – – –
RTC
788
Riverview Trust Company
Washington
$144K – – –
KFAS
789
Keating Financial Advisory Services
Kansas
$143K +$5.55K +38 +4%
PCFFS
790
Pacific Center for Financial Services
California
$140K – – –
WTA
791
Washington Trust Advisors
Massachusetts
$138K -$4.82K -33 -4%
WB
792
Webster Bank
Connecticut
$138K +$730 +5 +0.6%
MIM
793
MTM Investment Management
South Carolina
$137K – – –
RP
794
Rowlandmiller & Partners
Georgia
$137K – – –
CWP
795
Concord Wealth Partners
Virginia
$125K +$120K +821 New
APFP
796
Action Point Financial Planning
Michigan
$119K +$115K +788 New
CT
797
Caldwell Trust
Florida
$118K -$133K -912 -54%
FCAS
798
First Command Advisory Services
Texas
$112K -$2.63K -18 -2%
FMTCOCP
799
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$112K +$107K +732 New
CH
800
Cromwell Holdings
Wyoming
$110K +$2.63K +18 +3%
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