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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FMTC
651
Farmers & Merchants Trust Company
California
$316K – – –
SW
652
SkyOak Wealth
Michigan
$316K – – –
SIAM
653
Sterling Investment Advisors (Missouri)
Missouri
$315K – – –
Federated Hermes
654
Federated Hermes
Pennsylvania
$314K +$14.4K +158 +5%
WT
655
Whittier Trust
California
$314K +$183K +2,000 +163%
AG
656
Ascent Group
Virginia
$314K +$296K +3,237 New
WP
657
WealthShield Partners
North Carolina
$312K +$294K +3,219 New
B
658
Bailard
California
$311K – – –
SVWAG
659
Sound View Wealth Advisors Group
Georgia
$310K -$3.02K -33 -1%
GIA
660
Gladstone Institutional Advisory
Florida
$309K -$55.1K -603 -16%
BBA
661
BLB&B Advisors
Pennsylvania
$303K -$17.2K -188 -6%
P
662
Pitcairn
Pennsylvania
$303K -$16.7K -183 -6%
SW
663
StrongBox Wealth
Missouri
$302K -$110K -1,203 -28%
RMCM
664
Reynders McVeigh Capital Management
Massachusetts
$302K – – –
RCAG
665
Rehmann Capital Advisory Group
Michigan
$301K -$12.4K -136 -4%
CAAS
666
Capital Asset Advisory Services
Michigan
$300K -$5.49K -60 -2%
PCI
667
Planning Center Inc
Illinois
$300K +$285K +3,121 New
DWM
668
Doyle Wealth Management
Florida
$298K +$22.1K +242 +9%
SFG
669
StrategIQ Financial Group
Indiana
$297K +$280K +3,065 New
RIA
670
Regal Investment Advisors
Michigan
$296K +$1.01K +11 +0.4%
CFS
671
CRA Financial Services
New Jersey
$294K – – –
TNBTD
672
Trustmark National Bank Trust Department
Mississippi
$293K -$51.1K -559 -16%
KFGK
673
Keystone Financial Group (Kentucky)
Kentucky
$293K -$18.3K -200 -6%
IWC
674
Integrated Wealth Concepts
Massachusetts
$292K +$12.4K +136 +5%
GWM
675
GSB Wealth Management
Connecticut
$291K – – –