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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BCP
626
Blue Chip Partners
Michigan
$312K -$88K -1,009 -23%
SAM
627
Summit Asset Management
Tennessee
$312K – – –
AIM
628
Arcadia Investment Management
Michigan
$310K -$17.4K -200 -6%
MG
629
Mather Group
Illinois
$309K +$22.4K +257 +8%
SW
630
SkyOak Wealth
Michigan
$308K – – –
BSW
631
Buckingham Strategic Wealth
Missouri
$306K -$63.4K -727 -18%
CA
632
Crewe Advisors
Utah
$306K – – –
CAAS
633
Capital Asset Advisory Services
Michigan
$305K -$2.79K -32 -1%
SIAM
634
Sterling Investment Advisors (Missouri)
Missouri
$304K – – –
RCAG
635
Rehmann Capital Advisory Group
Michigan
$302K +$4.27K +49 +2%
SVWAG
636
Sound View Wealth Advisors Group
Georgia
$302K -$24.8K -284 -8%
KFGK
637
Keystone Financial Group (Kentucky)
Kentucky
$301K – – –
AIM
638
Anchor Investment Management
South Carolina
$299K – – –
GT
639
Glenview Trust
Kentucky
$292K -$70.1K -804 -20%
EF
640
Empirical Finance
Pennsylvania
$292K – – –
TNB
641
TCF National Bank
South Dakota
$291K -$45.9K -526 -14%
SW
642
StrongBox Wealth
Missouri
$291K – – –
JGUA
643
John G. Ullman & Associates
New York
$290K -$17.4K -200 -6%
GTCM
644
Gyon Technologies Capital Management
New Jersey
$286K +$266K +3,051 New
CFS
645
CRA Financial Services
New Jersey
$284K – – –
JPG
646
Jordan Park Group
California
$282K +$262K +3,010 New
GWM
647
GSB Wealth Management
Connecticut
$281K +$262K +3,000 New
TBA
648
Tower Bridge Advisors
Pennsylvania
$279K – – –
ISL
649
Ingalls & Snyder LLC
New York
$279K -$1.57K -18 -0.6%
PA
650
Parallel Advisors
California
$278K +$36.4K +417 +16%