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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
501
Geneos Wealth Management
Colorado
$641K +$16.9K +183 +3%
IC
502
IEQ Capital
California
$636K +$142K +1,535 +30%
DAS
503
Dynamic Advisor Solutions
Arizona
$632K +$200K +2,163 +48%
Fiera Capital (Canada)
504
Fiera Capital (Canada)
Quebec, Canada
$630K -$30.1K -325 -5%
BPWM
505
Badgley Phelps Wealth Managers
Washington
$630K +$15.6K +169 +3%
RT
506
Rockland Trust
Massachusetts
$628K +$185 +2 +0%
OSNBOA
507
Old Second National Bank of Aurora
Illinois
$625K
SPC
508
Sigma Planning Corp
Michigan
$619K +$36.4K +393 +6%
IAN
509
Integrated Advisors Network
Texas
$616K -$3.24K -35 -0.5%
MLFP
510
MPS Loria Financial Planners
Illinois
$614K +$2.69K +29 +0.4%
NSAM
511
North Star Asset Management
Wisconsin
$612K -$59.6K -644 -9%
TT
512
TI-Trust
Illinois
$610K
EWA
513
EP Wealth Advisors
California
$605K +$60.2K +650 +29%
CSB
514
City State Bank
Iowa
$603K -$15.2K -164 -3%
OC
515
Oarsman Capital
Wisconsin
$599K -$93.2K -1,007 -14%
EP
516
Edgestream Partners
New Jersey
$590K -$1.94M -20,964 -77%
CT
517
Coastline Trust
Rhode Island
$588K -$5.09K -55 -0.9%
MAS
518
Meeder Advisory Services
Ohio
$587K -$62.3K -673 -10%
WCA
519
Waratah Capital Advisors
Ontario, Canada
$584K
FIM
520
Freedom Investment Management
Connecticut
$582K +$5.37K +58 +1%
DA
521
Drake & Associates
Wisconsin
$577K +$11.2K +121 +2%
MC
522
Moors & Cabot
Massachusetts
$574K -$2.04K -22 -0.4%
VFPW
523
Vantage Financial Partners (Wisconsin)
Wisconsin
$573K +$3.89K +42 +0.7%
SW
524
SVB Wealth
Massachusetts
$571K -$21.9K -237 -4%
BIM
525
Bridges Investment Management
Nebraska
$569K