WEC icon

WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
551
Great Valley Advisor Group
Delaware
$624K -$111K -1,365 -15%
AAP
552
Aristotle Atlantic Partners
Florida
$623K – – –
NSIM
553
North Star Investment Management
Illinois
$622K -$244K -3,000 -27%
MLA
554
My Legacy Advisors
Oregon
$622K +$49.1K +605 +8%
BFG
555
Bleakley Financial Group
New Jersey
$620K +$10.6K +131 +2%
SW
556
Simplicity Wealth
New Jersey
$620K +$13.4K +165 +2%
SAG
557
SageView Advisory Group
California
$619K +$641K +7,885 New
CL
558
Choreo LLC
Illinois
$617K +$644K +7,930 New
JF
559
Jump Financial
Illinois
$610K -$3.46M -42,634 -85%
MHIC
560
Marble Harbor Investment Counsel
Massachusetts
$607K – – –
TMAM
561
Tokio Marine Asset Management
Japan
$602K – – –
PTC
562
Petrus Trust Company
Texas
$600K +$204K +2,507 +49%
KWA
563
Kingswood Wealth Advisors
California
$597K +$137K +1,681 +28%
DF
564
Donoghue Forlines
Massachusetts
$596K +$618K +7,602 New
TSWM
565
Triangle Securities Wealth Management
North Carolina
$596K +$146K +1,795 +31%
DC
566
Davenport & Co
Virginia
$594K +$11.9K +147 +2%
WAS
567
Winch Advisory Services
Wisconsin
$586K +$3.17K +39 +0.5%
CFGS
568
Concourse Financial Group Securities
Alabama
$585K +$60.5K +745 +11%
CAG
569
Csenge Advisory Group
Florida
$581K +$34.4K +424 +6%
SCA
570
Snowden Capital Advisors
New York
$577K +$68.1K +838 +13%
IHL
571
Investment House LLC
California
$573K – – –
AF
572
Allworth Financial
California
$571K -$381K -4,688 -40%
AC
573
AXQ Capital
New Jersey
$568K +$588K +7,244 New
SBIA
574
Sheaff Brock Investment Advisors
Indiana
$562K -$4.14K -51 -0.7%
CSIC
575
Clifford Swan Investment Counsel
California
$560K – – –
21 22
23
24 25