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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HT
651
Heritage Trust
Oklahoma
$270K – – –
Mission Wealth Management
652
Mission Wealth Management
California
$269K +$1.53K +17 +0.6%
MLFP
653
MPS Loria Financial Planners
Illinois
$269K +$1.9K +21 +0.7%
CIM
654
Contravisory Investment Management
Massachusetts
$268K +$266K +2,947 New
DJSG
655
D.J. St. Germain
Massachusetts
$267K -$13.5K -150 -5%
CFS
656
CRA Financial Services
New Jersey
$266K – – –
Parallel Advisors
657
Parallel Advisors
California
$263K -$54.8K -607 -17%
CCA
658
Checchi Capital Advisers
California
$263K +$33.4K +370 +14%
SWA
659
Sutton Wealth Advisors
Florida
$259K +$632 +7 +0.2%
Tocqueville Asset Management
660
Tocqueville Asset Management
New York
$258K – – –
SVWAG
661
Sound View Wealth Advisors Group
Georgia
$256K +$29.9K +331 +13%
Cerity Partners
662
Cerity Partners
New York
$254K +$5.14K +57 +2%
BCM
663
BTR Capital Management
California
$253K – – –
KFGK
664
Keystone Financial Group (Kentucky)
Kentucky
$252K -$12.2K -135 -4%
Meridian Wealth Management
665
Meridian Wealth Management
Kentucky
$250K -$18.4K -204 -7%
Park National Corp
666
Park National Corp
Ohio
$250K – – –
SFWA
667
Summit Financial Wealth Advisors
Louisiana
$248K – – –
Wealth Enhancement Advisory Services
668
Wealth Enhancement Advisory Services
Minnesota
$247K +$4.69K +52 +2%
JFGIW
669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$246K -$90.2K -1,000 -26%
SB
670
Simmons Bank
Arkansas
$246K -$13.5K -150 -5%
Avidian Wealth Enterprises
671
Avidian Wealth Enterprises
Texas
$246K +$29.2K +324 +13%
BIM
672
Baldwin Investment Management
Pennsylvania
$245K – – –
PWA
673
Providence Wealth Advisors
Illinois
$245K +$271 +3 +0.1%
PCG
674
Private Capital Group
Connecticut
$244K -$21K -233 -8%
Cresset Asset Management
675
Cresset Asset Management
Illinois
$243K -$45.6K -505 -15%