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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
V
451
Veritable
Delaware
$869K +$37.8K +373 +5%
LNB
452
Ledyard National Bank
$867K – – –
KA
453
Kintegral Advisory
New York
$856K +$18.3K +180 +2%
ACM
454
Aquatic Capital Management
Illinois
$855K +$821K +8,100 +2,025%
RIM
455
Redpoint Investment Management
Australia
$848K – – –
MA
456
Montag & Associates
Georgia
$847K – – –
GT
457
Greenleaf Trust
Michigan
$846K +$40.4K +398 +5%
UCFA
458
United Capital Financial Advisors
Texas
$843K -$660K -6,505 -44%
FMWA
459
Forvis Mazars Wealth Advisors
Missouri
$843K +$849K +8,374 New
MC
460
Moors & Cabot
Massachusetts
$840K +$12.3K +121 +1%
Acadian Asset Management
461
Acadian Asset Management
Massachusetts
$838K +$704K +6,944 +503%
RJT
462
Raymond James Trust
Florida
$829K +$200K +1,970 +31%
VVP
463
Venture Visionary Partners
Ohio
$825K – – –
SC
464
Searle & Co
Connecticut
$825K – – –
SOAMC
465
Spirit of America Management Corp
New York
$825K – – –
OC
466
Oppenheimer & Co
New York
$825K +$15.6K +154 +2%
OWP
467
Obermeyer Wealth Partners
Colorado
$820K – – –
AssetMark Inc
468
AssetMark Inc
California
$816K +$321K +3,166 +64%
LNWWM
469
Laird Norton Wetherby Wealth Management
California
$814K +$25.7K +253 +3%
VAS
470
Vestmark Advisory Solutions
Massachusetts
$809K +$345K +3,406 +74%
BMC
471
Beaton Management Company
Massachusetts
$802K – – –
AAP
472
Aristotle Atlantic Partners
Florida
$799K – – –
DT
473
Diversified Trust
Tennessee
$799K +$313K +3,084 +64%
RCIM
474
Red Cedar Investment Management
Michigan
$795K +$801K +7,896 New
ASN
475
Advisory Services Network
Georgia
$789K +$116K +1,145 +17%