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DTE Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Montag & Associates
851
Montag & Associates
Georgia
$6.05K – – –
CIAS
852
CBIZ Investment Advisory Services
Ohio
$5.99K +$1.92K +14 +50%
KG
853
Kilter Group
New York
$5.8K +$1.37K +10 +32%
S
854
Sachetta
Massachusetts
$5.52K – – –
HIA
855
Harbor Investment Advisory
Maryland
$5.52K – – –
TFM
856
TFC Financial Management
Massachusetts
$5.52K – – –
1IA
857
1620 Investment Advisors
Massachusetts
$5.37K – – –
SouthState Corp
858
SouthState Corp
Florida
$4.81K -$2.88K -21 -38%
RWM
859
Raffa Wealth Management
District of Columbia
$4.67K – – –
WhitTier Trust Company
860
WhitTier Trust Company
Nevada
$4.62K – – –
PWA
861
Physician Wealth Advisors
Utah
$4.53K +$4.38K +32 New
BIA
862
Bell Investment Advisors
California
$4.38K -$685 -5 -14%
PAI
863
Pittenger & Anderson Inc
Nebraska
$4.24K +$4.11K +30 New
OAJ
864
Ogorek Anthony Joseph
New York
$4K +$137 +1 +4%
AW
865
Avion Wealth
Texas
$4K +$548 +4 +14%
FMP
866
Financial Management Professionals
Texas
$3.99K -$137 -1 -3%
ACM
867
Anfield Capital Management
California
$3.82K -$822 -6 -18%
PWMG
868
Prestige Wealth Management Group
New Jersey
$3.56K – – –
1NWS
869
1 North Wealth Services
Maryland
$3.54K – – –
HCM
870
Hollencrest Capital Management
California
$3.54K – – –
Q1WB
871
Quest 10 Wealth Builders
Virginia
$3.39K – – –
SBI Securities
872
SBI Securities
Japan
$3.39K – – –
GFWA
873
Grey Fox Wealth Advisors
Delaware
$3.13K +$3.01K +22 New
MAM
874
Morse Asset Management
Connecticut
$2.97K -$137 -1 -5%
HWP
875
Highline Wealth Partners
California
$2.83K -$1.37K -10 -33%