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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
601
Farther Finance Advisors
California
$499K +$85.7K +1,055 +20%
BWM
602
Buckley Wealth Management
Nevada
$497K -$162 -2 -0%
BIM
603
Bridges Investment Management
Nebraska
$496K +$26.4K +325 +5%
SFI
604
SPC Financial Inc
Maryland
$493K +$2.36K +29 +0.5%
HF
605
HRT Financial
New York
$491K -$416K -5,119 -45%
RA
606
Ransom Advisory
Rhode Island
$480K +$8.12K +100 +2%
DA
607
Drake & Associates
Wisconsin
$478K +$9.26K +114 +2%
CFG
608
Citizens Financial Group
Rhode Island
$478K -$162 -2 -0%
BFS
609
Bradley Foster & Sargent
Connecticut
$474K +$9.5K +117 +2%
IC
610
IEQ Capital
California
$472K +$73.1K +900 +18%
RMC
611
Resources Management Corp
Connecticut
$472K -$165K -2,035 -25%
BPWM
612
Badgley Phelps Wealth Managers
Washington
$471K -$110K -1,359 -18%
SF
613
Summit Financial
New Jersey
$471K +$63.1K +777 +15%
CA
614
Clearstead Advisors
Ohio
$469K -$25.9K -319 -5%
CSB
615
City State Bank
Iowa
$467K – – –
Capstone Investment Advisors
616
Capstone Investment Advisors
New York
$462K +$28.8K +355 +6%
MWM
617
MGB Wealth Management
Texas
$461K – – –
HI
618
Horizon Investments
North Carolina
$460K +$7.15K +88 +2%
CSPIA
619
Cary Street Partners Investment Advisory
Virginia
$459K -$54.1K -666 -10%
NRD
620
Nebula Research & Development
New York
$456K -$68.7K -846 -13%
DWP
621
Daymark Wealth Partners
Ohio
$454K -$4.55K -56 -1%
TPA
622
Trivium Point Advisory
Connecticut
$452K +$22.2K +273 +5%
LI
623
LVZ Inc
Michigan
$449K -$4.06K -50 -0.9%
EWA
624
EP Wealth Advisors
California
$449K +$121K +1,485 +35%
DAS
625
Dynamic Advisor Solutions
Arizona
$447K +$244 +3 +0.1%