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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
JIR
551
James Investment Research
Ohio
$68K +$23.1K +475 +58%
NSIM
552
North Star Investment Management
Illinois
$67K +$7.49K +154 +14%
TWA
553
TCI Wealth Advisors
Arizona
$66K – – –
CFSG
554
Community Financial Services Group
Vermont
$62K – – –
IMS
555
Index Management Solutions
Pennsylvania
$60K -$3.6K -74 -6%
IWC
556
Integrated Wealth Counsel
California
$54K – – –
DOA
557
D'Orazio & Associates
Virginia
$53K – – –
AIM
558
Advantage Investment Management
Iowa
$53K +$9.73K +200 +24%
KT
559
Kanaly Trust
Texas
$52K +$48.1K +989 New
SNT
560
Security National Trust
West Virginia
$52K +$48.6K +1,000 New
CFA
561
CT Financial Advisors
Pennsylvania
$48.5K – – –
SHJ
562
Sharkey, Howes & Javer
Colorado
$48K -$48.6K -1,000 -50%
BAM
563
Barrett Asset Management
New York
$47K – – –
FHA
564
First Horizon Advisors
Tennessee
$47K – – –
AWM
565
Avior Wealth Management
Nebraska
$46K – – –
SAMC
566
Shinko Asset Management Company
Japan
$46K +$9.05K +186 +27%
MSFP
567
Mark Sheptoff Financial Planning
Connecticut
$41K – – –
WT
568
Whittier Trust
California
$41K +$38.6K +794 New
TCOV
569
Trust Company of Vermont
Vermont
$39K -$7.25K -149 -17%
JIC
570
Joel Isaacson & Co
New York
$39K – – –
MCM
571
Manchester Capital Management
Vermont
$38K – – –
CFA
572
Carroll Financial Associates
North Carolina
$37K – – –
ARMT
573
Amica Retiree Medical Trust
Rhode Island
$35K -$49 -1 -0.2%
CGH
574
Cleary Gull Holdings
Wisconsin
$34K -$85.1K -1,750 -73%
AW
575
Alpha Windward
Massachusetts
$29K – – –