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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WA
501
WFG Advisors
Texas
$321K +$64.7K +1,128 +26%
ICOA
502
Investment Centers of America
North Dakota
$320K +$64K +1,116 +26%
SW
503
SVB Wealth
Massachusetts
$318K -$34.4K -600 -10%
MWM
504
Marietta Wealth Management
Georgia
$316K +$309K +5,381 New
LA
505
Lynch & Associates
Indiana
$314K -$298K -5,195 -49%
MCM
506
Murphy Capital Management
New Jersey
$310K -$6.37K -111 -2%
PCMK
507
Paragon Capital Management (Kansas)
Kansas
$309K – – –
FMWA
508
Forvis Mazars Wealth Advisors
Missouri
$308K +$301K +5,250 New
NSIM
509
North Star Investment Management
Illinois
$306K +$225K +3,930 +305%
IP
510
Isthmus Partners
Wisconsin
$304K – – –
AII
511
AGF Investments Inc
Ontario, Canada
$300K – – –
LFG
512
LifePlan Financial Group
Ohio
$298K – – –
BCM
513
Becker Capital Management
Oregon
$286K -$4.93K -86 -2%
LI
514
LVZ Inc
Michigan
$286K – – –
WA
515
WealthTrust Axiom
Pennsylvania
$286K – – –
FAAS
516
First Allied Advisory Services
California
$285K +$279K +4,856 New
PP
517
Palladium Partners
Virginia
$279K – – –
FCI
518
Financial Counselors Inc
Kansas
$279K +$273K +4,756 New
TAM
519
Tocqueville Asset Management
New York
$278K +$11.5K +200 +4%
YWP
520
YorkBridge Wealth Partners
New York
$278K +$282K +4,917 New
BA
521
BKS Advisors
Michigan
$277K – – –
WJA
522
Williams Jones & Associates
New York
$277K – – –
APP
523
Avantax Planning Partners
Iowa
$275K +$269K +4,687 New
ST
524
Smithfield Trust
Pennsylvania
$274K – – –
PL
525
Parkwood LLC
Ohio
$269K -$231K -4,027 -47%