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DT Midstream
DTM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
451
Aigen Investment Management
New York
$235K +$227K +1,742 New
CIA
452
Concurrent Investment Advisors
Florida
$233K +$226K +1,732 New
CWP
453
Curated Wealth Partners
California
$232K – – –
IC
454
Inscription Capital
Texas
$231K +$1.7K +13 +0.8%
CAAS
455
Capital Asset Advisory Services
Michigan
$231K +$228K +1,747 New
WMA
456
William Mack & Associates
Michigan
$230K -$81.4K -624 -27%
CFG
457
Citizens Financial Group
Rhode Island
$229K -$73.6K -564 -25%
OIA
458
OneDigital Investment Advisors
Kansas
$229K -$112K -858 -34%
AI
459
Amplify Investments
Illinois
$229K – – –
MFIM
460
Mesirow Financial Investment Management
Illinois
$228K +$783 +6 +0.4%
CSP
461
Cary Street Partners
Virginia
$226K – – –
BWG
462
Balanced Wealth Group
Ohio
$222K +$215K +1,648 New
CAM
463
Columbia Asset Management
Michigan
$220K +$213K +1,633 New
CWM
464
C2C Wealth Management
Arizona
$220K +$213K +1,632 New
CC
465
Chicago Capital
Illinois
$217K -$32.6K -250 -13%
QC
466
Quadrature Capital
United Kingdom
$216K +$209K +1,606 New
WANY
467
Wealthspire Advisors (New York)
New York
$216K -$76.3K -585 -27%
CS
468
Candriam SCA
Luxembourg
$215K +$209K +1,599 New
PWM
469
Perigon Wealth Management
California
$215K +$208K +1,598 New
DT
470
Diversified Trust
Tennessee
$213K -$38.7K -297 -16%
MCA
471
Midwest Capital Advisors
Michigan
$212K – – –
EFS
472
Essex Financial Services
Connecticut
$210K -$53.5K -410 -21%
SFG
473
Sovereign Financial Group
Connecticut
$208K +$201K +1,541 New
PFGIA
474
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$201K +1,540 New
IA
475
IFP Advisors
Florida
$207K +$1.96K +15 +1%
17 18
19
20 21