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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
551
ZWJ Investment Counsel
Georgia
$415K – – –
BWM
552
Buckley Wealth Management
Nevada
$415K +$49K +562 +15%
TW
553
TrinityPoint Wealth
Connecticut
$409K -$4.79K -55 -1%
AIM
554
Alhambra Investment Management
Florida
$407K +$15.7K +180 +4%
BFS
555
Bradley Foster & Sargent
Connecticut
$404K – – –
PGFC
556
Peapack-Gladstone Financial Corp
New Jersey
$402K -$6.89K -79 -2%
TFO
557
Tarbox Family Office
California
$401K – – –
FTDI
558
First Trust Direct Indexing
Massachusetts
$399K -$10.9K -125 -3%
Acadian Asset Management
559
Acadian Asset Management
Massachusetts
$393K -$1M -11,498 -73%
PP
560
Palladium Partners
Virginia
$393K -$17.1K -196 -4%
UB
561
UMB Bank
Missouri
$393K +$959 +11 +0.3%
Verition Fund Management
562
Verition Fund Management
Connecticut
$391K -$47.2K -541 -11%
ACI
563
Alpha Cubed Investments
California
$391K – – –
IP
564
Isthmus Partners
Wisconsin
$391K – – –
KA
565
Kovack Advisors
Florida
$390K -$35K -402 -9%
WG
566
Winton Group
United Kingdom
$390K +$363K +4,163 New
1SB
567
1ST Source Bank
Indiana
$389K – – –
SBIA
568
Sheaff Brock Investment Advisors
Indiana
$388K +$41.6K +477 +13%
MP
569
McDonald Partners
Ohio
$386K -$2.35K -27 -0.7%
GI
570
Gradient Investments
Minnesota
$384K -$257K -2,949 -42%
VDI
571
Vaughan David Investments
Illinois
$384K -$147K -1,692 -29%
MSFS
572
Main Street Financial Solutions
Pennsylvania
$384K -$23.5K -270 -6%
OIA
573
OneDigital Investment Advisors
Kansas
$383K +$8.89K +102 +3%
MHS
574
M Holdings Securities
Oregon
$381K +$355K +4,075 New
OMIC
575
Old Mission Investment Co
Michigan
$381K -$8.72K -100 -2%