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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
651
Resources Management Corp
Connecticut
$564K – – –
CW
652
CreativeOne Wealth
Kansas
$564K +$140K +1,319 +32%
NRD
653
Nebula Research & Development
New York
$564K -$499K -4,692 -46%
SW
654
Simplicity Wealth
New Jersey
$563K +$575K +5,402 New
RSWM
655
Robertson Stephens Wealth Management
California
$560K +$197K +1,856 +53%
SFC
656
SYM Financial Corp
Indiana
$555K +$15.2K +143 +3%
PA
657
Parallel Advisors
California
$554K +$33.2K +312 +6%
TWM
658
Thrive Wealth Management
Pennsylvania
$553K +$1.92K +18 +0.3%
WF
659
WoodTrust Financial
Wisconsin
$551K – – –
PPWM
660
Paragon Private Wealth Management
Kentucky
$546K -$139K -1,308 -20%
JSW
661
Journey Strategic Wealth
New Jersey
$546K +$113K +1,062 +25%
WA
662
Waverly Advisors
Alabama
$543K +$6.17K +58 +1%
BFO
663
Boston Family Office
Massachusetts
$538K – – –
BTWM
664
Brass Tax Wealth Management
Ohio
$537K +$4.26K +40 +0.8%
BPWM
665
Badgley Phelps Wealth Managers
Washington
$537K +$48.5K +456 +10%
MGIA
666
Moneta Group Investment Advisors
Missouri
$535K +$110K +1,038 +25%
ACM
667
Advisors Capital Management
New Jersey
$531K +$26.1K +245 +5%
RA
668
Ransom Advisory
Rhode Island
$526K -$128K -1,200 -19%
MFT
669
Moisand Fitzgerald Tamayo
Florida
$524K – – –
SWP
670
Sagespring Wealth Partners
Tennessee
$523K +$109K +1,026 +26%
DFCM
671
Dark Forest Capital Management
Puerto Rico
$519K -$3.1M -29,138 -85%
BMWM
672
Brown Miller Wealth Management
Virginia
$515K – – –
HI
673
Hudock Inc
Pennsylvania
$512K +$426 +4 +0.1%
PWM
674
Partnership Wealth Management
Maryland
$511K – – –
HBT
675
Heartland Bank & Trust
Illinois
$510K -$13.8K -130 -3%
25 26
27
28 29