WEC icon

WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WA
576
Wealth Architects
California
$452K – – –
ACM
577
Advisors Capital Management
New Jersey
$451K -$11.4K -123 -3%
Aviva
578
Aviva
United Kingdom
$449K – – –
SMC
579
Smith, Moore & Co
Missouri
$449K +$4.26K +46 +1%
LIA
580
LS Investment Advisors
Michigan
$449K – – –
ST
581
Smithfield Trust
Pennsylvania
$447K +$18.5K +200 +4%
NP
582
Nilsine Partners
Colorado
$443K +$433K +4,674 New
OFS
583
OneAscent Financial Services
Alabama
$442K +$12.2K +132 +3%
FFM
584
Forum Financial Management
Illinois
$442K +$93 +1 +0%
PPWM
585
Paragon Private Wealth Management
Kentucky
$439K +$120K +1,296 +39%
BO
586
Bank OZK
Arkansas
$437K – – –
BC
587
Brookfield Corp
Ontario, Canada
$436K +$426K +4,601 New
DWA
588
Douglass Winthrop Advisors
New York
$436K – – –
RWA
589
Ropes Wealth Advisors
Massachusetts
$434K +$154K +1,664 +57%
CFG
590
Citizens Financial Group
Rhode Island
$431K +$9.26K +100 +2%
MCM
591
McDonough Capital Management
Florida
$429K +$2.31K +25 +0.6%
II
592
Inspire Investing
Idaho
$425K -$178K -1,923 -30%
ZIC
593
ZWJ Investment Counsel
Georgia
$421K – – –
HTC
594
Haverford Trust Company
Pennsylvania
$413K +$109K +1,175 +37%
FAFN
595
First Affirmative Financial Network
Colorado
$413K +$5.65K +61 +1%
EFG
596
Ethos Financial Group
Pennsylvania
$412K -$2.96K -32 -0.7%
TI
597
Tidal Investments
Wisconsin
$410K +$34.7K +375 +9%
FBT
598
First Bankers Trust
Kentucky
$409K +$48.6K +525 +14%
ACI
599
Alpha Cubed Investments
California
$409K -$53K -572 -12%
BTWM
600
Baker Tilly Wealth Management
Wisconsin
$409K +$2.96K +32 +0.7%