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DTE Energy
DTE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
901
Cornerstone Planning Group
New Jersey
$9.19K +$2.95K +21 +48%
BGAI
902
Bruce G. Allen Investments
Colorado
$9.07K – – –
AFG
903
Albion Financial Group
Utah
$8.92K +$281 +2 +3%
WA
904
Whipplewood Advisors
Colorado
$8.92K +$8.58K +61 New
DJSG
905
D.J. St. Germain
Massachusetts
$8.63K -$2.25K -16 -21%
OA
906
Operose Advisors
Wisconsin
$8.48K +$8.15K +58 New
RFA
907
Reyes Financial Architecture
California
$7.75K – – –
JGCM
908
Joseph Group Capital Management
Ohio
$7.75K +$7.45K +53 New
PWMG
909
Prestige Wealth Management Group
New Jersey
$7.37K -$422 -3 -6%
BL
910
BFSG LLC
California
$7.31K – – –
FDW
911
Fourth Dimension Wealth
Ohio
$7.31K – – –
RIAS
912
Rachor Investment Advisory Services
Michigan
$6.58K +$2.81K +20 +80%
JWA
913
JFS Wealth Advisors
Pennsylvania
$6.08K -$47.8K -340 -90%
S
914
Sachetta
Massachusetts
$5.71K – – –
TFM
915
TFC Financial Management
Massachusetts
$5.7K – – –
SC
916
SouthState Corp
Florida
$5.56K – – –
WIM
917
Westside Investment Management
California
$5.55K – – –
RWM
918
Raffa Wealth Management
District of Columbia
$5.12K +$281 +2 +6%
AT
919
Arlington Trust
Alabama
$5.12K +$4.92K +35 New
EWP
920
Elevation Wealth Partners
California
$4.97K +$844 +6 +21%
SFCL
921
Strengthening Families & Communities LLC
Massachusetts
$4.57K +$4.36K +31 New
JSAM
922
J. Safra Asset Management
New York
$4.39K – – –
PAI
923
Pittenger & Anderson Inc
Nebraska
$4.39K – – –
FMP
924
Financial Management Professionals
Texas
$4.13K – – –
AW
925
Avion Wealth
Texas
$4K – – –
35 36
37
38 39