WEC icon

WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
626
Personal Capital Advisors
California
$320K +$10.2K +110 +3%
QAM
627
QCI Asset Management
New York
$319K +$10.4K +112 +4%
CA
628
Crewe Advisors
Utah
$316K – – –
SW
629
SkyOak Wealth
Michigan
$316K – – –
KFGK
630
Keystone Financial Group (Kentucky)
Kentucky
$316K +$36.2K +389 +14%
SIAM
631
Sterling Investment Advisors (Missouri)
Missouri
$315K – – –
ISL
632
Ingalls & Snyder LLC
New York
$311K -$2.33K -25 -0.8%
AIM
633
Anchor Investment Management
South Carolina
$310K – – –
PCM
634
Prelude Capital Management
New York
$305K +$293K +3,146 New
CAAS
635
Capital Asset Advisory Services
Michigan
$304K +$652 +7 +0.2%
VVP
636
Venture Visionary Partners
Ohio
$302K – – –
IAIM
637
International Assets Investment Management
Florida
$301K -$89.8K -964 -24%
SW
638
StrongBox Wealth
Missouri
$301K -$9.13K -98 -3%
MLFP
639
MPS Loria Financial Planners
Illinois
$300K +$1.96K +21 +0.7%
RCAG
640
Rehmann Capital Advisory Group
Michigan
$300K -$1.4K -15 -0.5%
CP
641
Covenant Partners
Tennessee
$299K -$44.1K -473 -13%
WKWM
642
Walter & Keenan Wealth Management
Indiana
$299K -$37K -397 -11%
CA
643
Cetera Advisors
Colorado
$299K -$21.6K -232 -7%
HT
644
Heritage Trust
Oklahoma
$298K – – –
MWM
645
Mission Wealth Management
California
$297K – – –
CFS
646
CRA Financial Services
New Jersey
$294K -$839 -9 -0.3%
TBA
647
Tower Bridge Advisors
Pennsylvania
$289K -$141K -1,515 -34%
TMAM
648
Tokio Marine Asset Management
Japan
$288K +$19K +204 +7%
SWA
649
Sutton Wealth Advisors
Florida
$285K -$652 -7 -0.2%
PP
650
Paloma Partners
Connecticut
$283K -$4.86M -52,191 -95%