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icono de WEC

WEC Energy
WEC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
B. Riley Wealth Advisors
901
B. Riley Wealth Advisors
Florida
USD 335 k -USD 32.7 k -287 -9%
SageView Advisory Group
902
SageView Advisory Group
California
USD 334 k -USD 53.7 k -471 -14%
StoneX Group
903
StoneX Group
New York
USD 333 k +USD 324 k +2,844 Nuevas
truNorth Financial Services
904
truNorth Financial Services
Pennsylvania
USD 332 k – – –
Summit Asset Management
905
Summit Asset Management
Tennessee
USD 331 k – – –
Dividend Assets Capital
906
Dividend Assets Capital
South Carolina
USD 328 k – – –
OneAscent Investment Solutions
907
OneAscent Investment Solutions
Alabama
USD 328 k +USD 31.1 k +273 +11%
Laurel Oak Wealth Management
908
Laurel Oak Wealth Management
New Jersey
USD 328 k +USD 77.1 k +676 +32%
Evergreen Capital Management
909
Evergreen Capital Management
Washington
USD 327 k +USD 43.4 k +380 +16%
Sentinus LLC
910
Sentinus LLC
Illinois
USD 326 k +USD 319 k +2,795 Nuevas
MBE Wealth Management
911
MBE Wealth Management
Wisconsin
USD 326 k – – –
Lodestone Wealth Management
912
Lodestone Wealth Management
Washington
USD 325 k – – –
DSG Capital Advisors
913
DSG Capital Advisors
Minnesota
USD 325 k – – –
Elevated Capital Advisors
914
Elevated Capital Advisors
Utah
USD 324 k -USD 361 k -3,167 -53%
Alhambra Investment Management
915
Alhambra Investment Management
Florida
USD 323 k – – –
Continuum Advisory
916
Continuum Advisory
Idaho
USD 323 k +USD 41 k +359 +15%
Guinness Asset Management
917
Guinness Asset Management
United Kingdom
USD 323 k +USD 120 k +1,051 +61%
McCarter Private Wealth Services
918
McCarter Private Wealth Services
Massachusetts
USD 323 k -USD 55.7 k -488 -15%
Expressive Wealth
919
Expressive Wealth
Illinois
USD 322 k +USD 10.6 k +93 +3%
CFS Investment Advisory Services
920
CFS Investment Advisory Services
New Jersey
USD 322 k +USD 1.37 k +12 +0.4%
Zacks Investment Management
921
Zacks Investment Management
Illinois
USD 321 k -USD 107 k -934 -25%
Fisher Asset Management
922
Fisher Asset Management
Washington
USD 321 k -USD 73.9 k -648 -19%
Perennial Investment Advisors
923
Perennial Investment Advisors
California
USD 321 k +USD 22.6 k +198 +8%
Western Wealth Management
924
Western Wealth Management
Colorado
USD 321 k -USD 29.4 k -258 -9%
Kohmann Bosshard Financial Services
925
Kohmann Bosshard Financial Services
Ohio
USD 321 k – – –
35 36
37
38 39