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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
4WM
676
49 Wealth Management
Texas
$674K +$659K +5,774 New
A
677
Alongside
Texas
$674K +$659K +5,774 New
PCIA
678
Prime Capital Investment Advisors
Kansas
$672K -$27.2K -238 -4%
KNW
679
Kesler Norman & Wride
Utah
$667K -$4.56K -40 -0.7%
AWAG
680
ARS Wealth Advisors Group
Florida
$663K +$114 +1 +0%
APP
681
Avantax Planning Partners
Iowa
$662K -$226K -1,977 -26%
EW
682
Elyxium Wealth
California
$661K +$646K +5,663 New
TE
683
Tema ETFs
New York
$661K +$49.6K +435 +8%
PWM
684
Perigon Wealth Management
California
$656K +$127K +1,115 +25%
MG
685
Mather Group
Illinois
$654K +$334K +2,926 +110%
VSQM
686
V-Square Quantitative Management
Illinois
$654K +$41.9K +367 +7%
MCM
687
Monument Capital Management
Virginia
$651K +$246K +2,154 +63%
MGIA
688
Moneta Group Investment Advisors
Missouri
$648K +$6.5K +57 +1%
CG
689
Cynosure Group
Utah
$646K +$631K +5,530 New
Aviva
690
Aviva
United Kingdom
$645K – – –
PA
691
Parallel Advisors
California
$642K +$16.1K +141 +3%
CSB
692
City State Bank
Iowa
$641K -$10K -88 -2%
TG
693
TCW Group
California
$639K +$31.7K +278 +5%
RMC
694
Resources Management Corp
Connecticut
$632K – – –
SFC
695
SYM Financial Corp
Indiana
$632K +$26.2K +230 +4%
SWM
696
Segment Wealth Management
Texas
$631K +$97.2K +852 +19%
MWM
697
Mission Wealth Management
California
$623K +$143K +1,249 +31%
HCM
698
Hutner Capital Management
Vermont
$623K – – –
AWA
699
Aaron Wealth Advisors
Illinois
$622K +$205K +1,797 +51%
BHPW
700
Beverly Hills Private Wealth
California
$618K -$1.09M -9,560 -64%