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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
W
501
Wealthfront
California
$74K +$22.3K +427 +40%
OIA
502
Optimum Investment Advisors
Illinois
$71K – – –
WTB
503
Washington Trust Bank
Washington
$70K -$20.1K -385 -22%
AF
504
Allworth Financial
California
$67K +$70.6K +1,350 New
AF
505
Arrow Financial
New York
$64K – – –
BBHC
506
Brown Brothers Harriman & Co
New York
$64K – – –
WCM
507
Wealthcare Capital Management
Virginia
$64K +$67.1K +1,284 New
TWA
508
TCI Wealth Advisors
Arizona
$63K – – –
WAS
509
Winch Advisory Services
Wisconsin
$56K +$59.1K +1,131 New
BRWM
510
B. Riley Wealth Management
Tennessee
$52K +$471 +9 +0.9%
SNT
511
Security National Trust
West Virginia
$50K – – –
DOA
512
D'Orazio & Associates
Virginia
$50K +$15.7K +300 +42%
SHJ
513
Sharkey, Howes & Javer
Colorado
$50K +$52.3K +1,000 New
GLI
514
Guardian Life Insurance
New York
$49K -$15.2K -290 -23%
MMG
515
Monetary Management Group
Missouri
$49K – – –
PIM
516
Parasol Investment Management
Illinois
$48K – – –
FHA
517
First Horizon Advisors
Tennessee
$45K – – –
CFSG
518
Community Financial Services Group
Vermont
$45K +$523 +10 +1%
BAM
519
Barrett Asset Management
New York
$44K – – –
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
$39K +$9.83K +188 +32%
AW
521
Alpha Windward
Massachusetts
$35K -$490K -9,360 -93%
IMS
522
Index Management Solutions
Pennsylvania
$35K -$12.8K -245 -26%
SAMC
523
Shinko Asset Management Company
Japan
$35K -$5.18K -99 -12%
WC
524
Whitnell & Co
Illinois
$35K +$36.6K +700 New
CG
525
Colony Group
Massachusetts
$29K -$222K -4,245 -88%