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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Independent Financial Group
551
Independent Financial Group
California
$410K – – –
Advisors Capital Management
552
Advisors Capital Management
New Jersey
$408K +$94 +1 +0%
Douglass Winthrop Advisors
553
Douglass Winthrop Advisors
New York
$406K -$28.1K -300 -6%
MA
554
MJP Associates
Connecticut
$406K -$17.3K -184 -4%
TW
555
TrinityPoint Wealth
Connecticut
$405K +$11.3K +120 +3%
KA
556
Kovack Advisors
Florida
$405K +$27.2K +290 +7%
HI
557
Hudock Inc
Pennsylvania
$404K +$1.5K +16 +0.3%
Vestmark Advisory Solutions
558
Vestmark Advisory Solutions
Massachusetts
$400K -$219K -2,339 -34%
BOPW
559
Brandywine Oak Private Wealth
Pennsylvania
$399K – – –
MSFS
560
Main Street Financial Solutions
Pennsylvania
$399K +$64.1K +684 +18%
MLL
561
Moody Lynn & Lieberson
Massachusetts
$398K – – –
CFG
562
CMC Financial Group
Georgia
$394K – – –
Cresset Asset Management
563
Cresset Asset Management
Illinois
$391K -$1.36M -14,552 -77%
ZWJ Investment Counsel
564
ZWJ Investment Counsel
Georgia
$391K – – –
FF
565
FourThought Financial
Florida
$387K -$47.4K -505 -10%
Haverford Trust Company
566
Haverford Trust Company
Pennsylvania
$385K +$254K +2,707 +163%
FAFN
567
First Affirmative Financial Network
Colorado
$385K +$410K +4,369 New
Citizens Financial Group
568
Citizens Financial Group
Rhode Island
$384K -$25.5K -272 -6%
Bradley Foster & Sargent
569
Bradley Foster & Sargent
Connecticut
$381K – – –
SW
570
StrongBox Wealth
Missouri
$380K +$94.1K +1,003 +30%
Zacks Investment Management
571
Zacks Investment Management
Illinois
$379K -$44.6K -476 -10%
Becker Capital Management
572
Becker Capital Management
Oregon
$379K -$10.6K -113 -3%
TFO
573
Tarbox Family Office
California
$378K – – –
Raymond James Trust
574
Raymond James Trust
Florida
$376K -$46.4K -495 -10%
Jones Financial Companies
575
Jones Financial Companies
Missouri
$376K -$19K -203 -5%