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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CPSC
601
Carl P. Sherr & Co
Massachusetts
$408K – – –
Csenge Advisory Group
602
Csenge Advisory Group
Florida
$407K -$1.67K -18 -0.4%
TFO
603
Tarbox Family Office
California
$406K – – –
Horizon Investments
604
Horizon Investments
North Carolina
$405K -$143K -1,542 -27%
ZCM
605
Ziegler Capital Management
Illinois
$402K – – –
JWCA
606
J.W. Cole Advisors
Florida
$401K +$130K +1,404 +50%
1SB
607
1ST Source Bank
Indiana
$398K – – –
Level Four Advisory Services
608
Level Four Advisory Services
Texas
$398K +$389K +4,202 New
CPWA
609
Cerro Pacific Wealth Advisors
California
$396K +$2.22K +24 +0.6%
RMCM
610
Reynders McVeigh Capital Management
Massachusetts
$394K -$9.26K -100 -2%
PTC
611
Private Trust Company
Ohio
$388K -$14.3K -154 -4%
Krane Funds Advisors
612
Krane Funds Advisors
New York
$388K -$170K -1,840 -32%
AIM
613
Alhambra Investment Management
Florida
$387K – – –
SVWAG
614
Sound View Wealth Advisors Group
Georgia
$387K -$16.4K -177 -4%
Parallel Advisors
615
Parallel Advisors
California
$386K +$80.6K +871 +27%
Wilmington Savings Fund Society
616
Wilmington Savings Fund Society
Delaware
$386K +$1.11K +12 +0.3%
OMIC
617
Old Mission Investment Co
Michigan
$386K – – –
IWS
618
Insight Wealth Strategies
California
$385K +$3.24K +35 +0.9%
AlphaCore Capital
619
AlphaCore Capital
California
$385K +$376K +4,065 New
BFS
620
Bard Financial Services
Connecticut
$385K – – –
HR
621
Howe & Rusling
New York
$381K +$372K +4,019 New
Bradley Foster & Sargent
622
Bradley Foster & Sargent
Connecticut
$381K – – –
Focus Financial Network
623
Focus Financial Network
Minnesota
$380K +$3.33K +36 +0.9%
BOPW
624
Brandywine Oak Private Wealth
Pennsylvania
$379K -$15.6K -168 -4%
Ossiam
625
Ossiam
France
$378K -$822K -8,875 -69%