WEC icon

WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MLL
626
Moody Lynn & Lieberson
Massachusetts
$413K – – –
MCM
627
Mill Capital Management
North Carolina
$406K – – –
GP
628
Girard Partners
Pennsylvania
$404K -$106K -1,290 -21%
AO
629
Advisor OS
Illinois
$404K +$174K +2,108 +78%
AP
630
Appleton Partners
Massachusetts
$403K – – –
FIM
631
Freedom Investment Management
Connecticut
$401K -$23.6K -287 -6%
FFN
632
Focus Financial Network
Minnesota
$399K +$68K +826 +21%
MAS
633
Meeder Advisory Services
Ohio
$399K -$81.1K -985 -17%
SMC
634
Smith, Moore & Co
Missouri
$399K +$82 +1 +0%
Aviva
635
Aviva
United Kingdom
$399K – – –
LIA
636
LS Investment Advisors
Michigan
$398K – – –
DCM
637
Donaldson Capital Management
Indiana
$398K -$1.56K -19 -0.4%
GSB
638
Greenfield Savings Bank
Massachusetts
$396K -$8.32K -101 -2%
PWM
639
Partnership Wealth Management
Maryland
$396K +$404K +4,900 New
WPA
640
West Paces Advisors
Georgia
$395K -$39K -473 -9%
FFM
641
Forum Financial Management
Illinois
$393K – – –
AC
642
AlphaCore Capital
California
$392K +$74.6K +906 +24%
DWA
643
Douglass Winthrop Advisors
New York
$387K – – –
BCM
644
Becker Capital Management
Oregon
$386K -$45.9K -557 -11%
WI
645
Wintrust Investments
Illinois
$382K +$56.3K +684 +18%
MCM
646
McDonough Capital Management
Florida
$381K – – –
PWP
647
Phillips Wealth Planners
Mississippi
$380K -$123K -1,493 -24%
BWM
648
Blossom Wealth Management
California
$379K +$57.9K +703 +19%
EH
649
Equitable Holdings
New York
$376K -$23K -279 -6%
ACM
650
Advisors Capital Management
New Jersey
$376K -$741 -9 -0.2%