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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
651
Coldstream Capital Management
Washington
$341K +$54.5K +589 +20%
OWM
652
OneAscent Wealth Management
Alabama
$340K +$648 +7 +0.2%
KOMWMG
653
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$339K +$17K +184 +5%
CCA
654
Checchi Capital Advisers
California
$336K -$25.2K -272 -7%
FAIM
655
Financial Advocates Investment Management
Washington
$335K +$1.39K +15 +0.4%
CW
656
CreativeOne Wealth
Kansas
$334K +$111K +1,202 +52%
IWP
657
IAG Wealth Partners
Wisconsin
$334K -$7.96K -86 -2%
WJWM
658
Williams Jones Wealth Management
New York
$332K -$3.89K -42 -1%
BCP
659
Blue Chip Partners
Michigan
$329K +$2.31K +25 +0.7%
SSB
660
Sandy Spring Bank
Maryland
$326K
SP
661
Successful Portfolios
Florida
$325K -$185 -2 -0.1%
VIA
662
Vident Investment Advisory
Georgia
$324K -$1.13M -12,158 -78%
FA
663
Faithward Advisors
Pennsylvania
$323K +$319K +3,446 New
CA
664
Crewe Advisors
Utah
$322K +$2.22K +24 +0.7%
RCAG
665
Rehmann Capital Advisory Group
Michigan
$322K +$5.46K +59 +2%
CWA
666
Centennial Wealth Advisory
Michigan
$322K +$41.7K +450 +15%
MM
667
MQS Management
New York
$321K +$313K +3,383 New
IWA
668
Inspirion Wealth Advisors
Illinois
$320K +$6.57K +71 +2%
ZB
669
Zions Bancorporation
Utah
$319K -$3.7K -40 -1%
BBA
670
BLB&B Advisors
Pennsylvania
$319K +$48.9K +528 +19%
SAM
671
Summit Asset Management
Tennessee
$316K
BOS
672
Bank of Stockton
California
$316K
MNBTD
673
Moody National Bank Trust Division
Texas
$313K +$12.7K +137 +4%
DLCIG
674
D.L. Carlson Investment Group
New Hampshire
$309K
BBW
675
Blue Barn Wealth
Utah
$308K -$2.59K -28 -0.9%