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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
526
Everence Capital Management
Indiana
$765K – – –
NSIM
527
North Star Investment Management
Illinois
$764K +$1.15K +13 +0.2%
AAP
528
Aristotle Atlantic Partners
Florida
$764K – – –
CFGS
529
Concourse Financial Group Securities
Alabama
$763K +$42.1K +475 +6%
GT
530
Greenleaf Trust
Michigan
$750K -$19K -214 -3%
MHIC
531
Marble Harbor Investment Counsel
Massachusetts
$744K – – –
MCM
532
MAI Capital Management
Ohio
$743K -$24.4K -275 -3%
SVWAG
533
Sound View Wealth Advisors Group
Georgia
$739K +$332K +3,747 +95%
TMAM
534
Tokio Marine Asset Management
Japan
$739K – – –
Jones Financial Companies
535
Jones Financial Companies
Missouri
$733K +$213K +2,398 +45%
BMC
536
Beaton Management Company
Massachusetts
$729K -$35.8K -404 -5%
TSWM
537
Triangle Securities Wealth Management
North Carolina
$728K -$2.3K -26 -0.3%
CSIC
538
Clifford Swan Investment Counsel
California
$727K +$36.5K +412 +6%
WAS
539
Winch Advisory Services
Wisconsin
$725K +$5.94K +67 +0.9%
NG
540
Norden Group
Utah
$725K +$227K +2,562 +52%
KNW
541
Kesler Norman & Wride
Utah
$723K -$530K -5,976 -44%
ZF
542
Zhang Financial
Michigan
$719K +$662K +7,472 New
PPWM
543
Paragon Private Wealth Management
Kentucky
$715K +$73.4K +828 +13%
MAS
544
Meeder Advisory Services
Ohio
$704K +$66.5K +750 +11%
IHL
545
Investment House LLC
California
$702K – – –
NW
546
NewEdge Wealth
Pennsylvania
$700K +$21.2K +239 +3%
MW
547
Marcum Wealth
Ohio
$695K +$53.8K +607 +9%
ECA
548
Elevated Capital Advisors
Utah
$693K +$44.8K +506 +8%
SBIA
549
Sheaff Brock Investment Advisors
Indiana
$691K +$1.42K +16 +0.2%
TCOT
550
Trust Company of Toledo
Ohio
$677K -$4.43K -50 -0.7%