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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
501
Winch Advisory Services
Wisconsin
$644K -$556 -6 -0.1%
GWM
502
Geneos Wealth Management
Colorado
$641K +$16.9K +183 +3%
IC
503
IEQ Capital
California
$636K +$142K +1,535 +30%
DAS
504
Dynamic Advisor Solutions
Arizona
$632K +$200K +2,163 +48%
Fiera Capital (Canada)
505
Fiera Capital (Canada)
Quebec, Canada
$630K -$30.1K -325 -5%
BPWM
506
Badgley Phelps Wealth Managers
Washington
$630K +$15.6K +169 +3%
RT
507
Rockland Trust
Massachusetts
$628K +$185 +2 +0%
OSNBOA
508
Old Second National Bank of Aurora
Illinois
$625K – – –
SPC
509
Sigma Planning Corp
Michigan
$619K +$36.4K +393 +6%
IAN
510
Integrated Advisors Network
Texas
$616K -$3.24K -35 -0.5%
MLFP
511
MPS Loria Financial Planners
Illinois
$614K +$2.69K +29 +0.4%
NSAM
512
North Star Asset Management
Wisconsin
$612K -$59.6K -644 -9%
TT
513
TI-Trust
Illinois
$610K – – –
EWA
514
EP Wealth Advisors
California
$605K +$60.2K +650 +29%
CSB
515
City State Bank
Iowa
$603K -$15.2K -164 -3%
OC
516
Oarsman Capital
Wisconsin
$599K -$93.2K -1,007 -14%
EP
517
Edgestream Partners
New Jersey
$590K -$1.94M -20,964 -77%
CT
518
Coastline Trust
Rhode Island
$588K -$5.09K -55 -0.9%
MAS
519
Meeder Advisory Services
Ohio
$587K -$62.3K -673 -10%
WCA
520
Waratah Capital Advisors
Ontario, Canada
$584K – – –
FIM
521
Freedom Investment Management
Connecticut
$582K +$5.37K +58 +1%
DA
522
Drake & Associates
Wisconsin
$577K +$11.2K +121 +2%
MC
523
Moors & Cabot
Massachusetts
$574K -$2.04K -22 -0.4%
VFPW
524
Vantage Financial Partners (Wisconsin)
Wisconsin
$573K +$3.89K +42 +0.7%
SW
525
SVB Wealth
Massachusetts
$571K -$21.9K -237 -4%