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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
476
Balasa Dinverno & Foltz
$373K – – –
VIA
477
Vantage Investment Advisors
Pennsylvania
$371K – – –
HB
478
Homrich & Berg
Georgia
$369K -$18.7K -300 -5%
WAS
479
Winch Advisory Services
Wisconsin
$368K +$3.12K +50 +0.8%
CL
480
CPWM LLC
Washington
$361K -$90.5K -1,449 -19%
SW
481
SVB Wealth
Massachusetts
$361K -$12.2K -196 -3%
NPC
482
National Planning Corporation
California
$357K -$48.5K -777 -11%
CT
483
Coastline Trust
Rhode Island
$355K +$16.7K +267 +5%
Pacer Advisors
484
Pacer Advisors
Pennsylvania
$352K -$1.87K -30 -0.5%
VIM
485
Veritas Investment Management
United Kingdom
$348K – – –
NRS
486
Neville Rodie & Shaw
New York
$344K -$34.3K -550 -9%
WA
487
Wealth Architects
California
$343K -$874 -14 -0.2%
Truist Financial
488
Truist Financial
North Carolina
$340K +$94K +1,505 +36%
SMC
489
Smith, Moore & Co
Missouri
$337K -$24.8K -397 -7%
ZIC
490
ZWJ Investment Counsel
Georgia
$337K – – –
SSB
491
Sandy Spring Bank
Maryland
$333K +$4.18K +67 +1%
CCP
492
Corient Capital Partners
California
$333K +$348K +5,569 New
CL
493
CSS LLC
Illinois
$328K -$137K -2,200 -29%
OMCS
494
Old Mutual Customised Solutions
South Africa
$328K -$137K -2,200 -29%
BFO
495
Boston Family Office
Massachusetts
$328K -$62.4K -1,000 -15%
AP
496
Advisor Partners
California
$325K +$29.7K +475 +10%
MCM
497
Murphy Capital Management
New Jersey
$323K +$6.93K +111 +2%
HA
498
Harfst & Associates
Wyoming
$318K -$28.5K -456 -8%
VFA
499
Voya Financial Advisors
Connecticut
$316K +$327K +5,240 New
PCMK
500
Paragon Capital Management (Kansas)
Kansas
$315K – – –