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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
VIM
476
Veritas Investment Management
United Kingdom
$357K
FWIA
477
Fort Washington Investment Advisors
Ohio
$355K -$76.4K -1,237 -18%
WA
478
Wealth Architects
California
$353K +$185 +3 +0.1%
MCM
479
Murphy Capital Management
New Jersey
$350K +$26.2K +424 +8%
ZIC
480
ZWJ Investment Counsel
Georgia
$345K
SBIA
481
Sheaff Brock Investment Advisors
Indiana
$344K -$15.4K -250 -4%
SMC
482
Smith, Moore & Co
Missouri
$339K -$6.18K -100 -2%
OC
483
Oppenheimer & Co
New York
$339K +$18.8K +305 +6%
NRS
484
Neville Rodie & Shaw
New York
$338K
BFO
485
Boston Family Office
Massachusetts
$336K
MSFP
486
Mark Sheptoff Financial Planning
Connecticut
$335K -$49.5K -801 -13%
LFAS
487
Level Four Advisory Services
Texas
$327K
PCMK
488
Paragon Capital Management (Kansas)
Kansas
$323K
SW
489
SVB Wealth
Massachusetts
$322K
APP
490
Avantax Planning Partners
Iowa
$321K +$32.7K +529 +11%
WJA
491
Williams Jones & Associates
New York
$315K -$44.6K -722 -12%
RB
492
Rodgers Brothers
Pennsylvania
$313K
LFG
493
LifePlan Financial Group
Ohio
$312K
CA
494
Cetera Advisors
Colorado
$312K +$5.07K +82 +2%
GCMG
495
Gyroscope Capital Management Group
Florida
$312K +$314K +5,090 New
AII
496
AGF Investments Inc
Ontario, Canada
$307K -$7.1K -115 -2%
RI
497
Ridgewood Investments
New Jersey
$301K -$8.15K -132 -3%
LI
498
LVZ Inc
Michigan
$300K
FAAS
499
First Allied Advisory Services
California
$292K -$13.1K -212 -4%
PP
500
Palladium Partners
Virginia
$292K