We are live on ! Find out more
WEC icon

WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
451
Laurel Wealth Advisors (California)
California
$816K -$108K -1,174 -12%
AMG
452
Advisors Management Group
Wisconsin
$816K +$11.5K +124 +1%
APP
453
Avantax Planning Partners
Iowa
$814K +$232K +2,509 +41%
CCC
454
Chelsea Counsel Company
California
$813K -$647 -7 -0.1%
RMC
455
Resources Management Corp
Connecticut
$812K – – –
WANY
456
Wealthspire Advisors (New York)
New York
$809K +$6.84K +74 +0.9%
UCFA
457
United Capital Financial Advisors
Texas
$801K +$32.3K +349 +4%
RCIM
458
Red Cedar Investment Management
Michigan
$801K +$59.8K +647 +8%
BRWA
459
B. Riley Wealth Advisors
Florida
$798K -$51.1K -553 -6%
IWC
460
Integrated Wealth Concepts
Massachusetts
$798K +$485K +5,244 +161%
LNB
461
Ledyard National Bank
$795K -$9.33K -101 -1%
FMWA
462
Forvis Mazars Wealth Advisors
Missouri
$794K +$8.32K +90 +1%
MA
463
Montag & Associates
Georgia
$789K – – –
EF
464
Empirical Finance
Pennsylvania
$780K +$59.2K +641 +8%
CPIA
465
Cornell Pochily Investment Advisors
New York
$778K -$32.5K -352 -4%
BL
466
Balentine LLC
Georgia
$771K -$87.8K -950 -10%
TC
467
Toews Corporation
New Jersey
$769K -$286K -3,100 -27%
SC
468
Searle & Co
Connecticut
$769K – – –
VVP
469
Venture Visionary Partners
Ohio
$768K -$739 -8 -0.1%
OWP
470
Obermeyer Wealth Partners
Colorado
$764K – – –
LNWWM
471
Laird Norton Wetherby Wealth Management
California
$763K -$19.1K -207 -2%
JF
472
Jump Financial
Illinois
$748K +$737K +7,979 New
BMC
473
Beaton Management Company
Massachusetts
$747K – – –
AAP
474
Aristotle Atlantic Partners
Florida
$745K – – –
GT
475
Greenleaf Trust
Michigan
$741K -$110K -1,189 -13%
17 18
19
20 21