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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
501
Clifford Swan Investment Counsel
California
$630K
LTAS
502
Linden Thomas Advisory Services
North Carolina
$630K +$110K +1,193 +20%
SC
503
Steph & Co
Wisconsin
$628K +$3.14K +34 +0.5%
AMG
504
Advisors Management Group
Wisconsin
$627K -$7.11K -77 -1%
IWM
505
IHT Wealth Management
Illinois
$625K +$174K +1,883 +36%
TAM
506
Titleist Asset Management
Texas
$623K +$164K +1,771 +33%
QCM
507
Quantinno Capital Management
New York
$622K -$444K -4,801 -41%
MOS
508
MGO One Seven
Ohio
$621K -$6.93K -75 -1%
FAP
509
Financial Advisory Partners
Florida
$620K +$649K +7,024 New
Verition Fund Management
510
Verition Fund Management
Connecticut
$618K +$647K +7,004 New
GP
511
Girard Partners
Pennsylvania
$616K -$139K -1,500 -18%
FIA
512
Foundations Investment Advisors
Arizona
$616K -$85.7K -928 -12%
WAS
513
Winch Advisory Services
Wisconsin
$605K +$5.36K +58 +0.9%
ACM
514
Aquatic Capital Management
Illinois
$600K +$628K +6,800 New
S
515
SignatureFD
Georgia
$600K -$118K -1,281 -16%
MW
516
Marcum Wealth
Ohio
$599K +$129K +1,391 +26%
CIM
517
Chiron Investment Management
New York
$599K +$627K +6,783 New
WB
518
WesBanco Bank
West Virginia
$598K -$18.4K -199 -3%
APF
519
Alaska Permanent Fund
Alaska
$597K +$626K +6,771 New
ETC
520
Exchange Traded Concepts
Oklahoma
$597K -$62.9K -681 -9%
CA
521
Claro Advisors
Massachusetts
$589K +$128K +1,387 +26%
IA
522
IFP Advisors
Florida
$588K -$904K -9,789 -60%
BPWM
523
Badgley Phelps Wealth Managers
Washington
$586K
MCM
524
MAI Capital Management
Ohio
$583K -$45.2K -489 -7%
OSNBOA
525
Old Second National Bank of Aurora
Illinois
$582K