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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
676
Boston Family Office
Massachusetts
$596K
MAM
677
Martingale Asset Management
Massachusetts
$593K +$312K +2,875 +125%
BTWM
678
Brass Tax Wealth Management
Ohio
$588K -$2.06K -19 -0.4%
PMG
679
ProVise Management Group
Florida
$588K +$26.4K +244 +5%
SAM
680
Shell Asset Management
Netherlands
$587K -$37.1K -342 -6%
HBT
681
Heartland Bank & Trust
Illinois
$586K +$23.5K +217 +4%
SI
682
Stephens Inc
Arkansas
$585K +$30.4K +280 +6%
TFGT
683
TS Financial Group (TSFG)
Illinois
$584K +$447K +4,123 +423%
CWA
684
Centennial Wealth Advisory
Michigan
$582K +$19.8K +183 +4%
SC
685
Syon Capital
California
$580K +$115K +1,065 +27%
RA
686
Ransom Advisory
Rhode Island
$579K
ACM
687
Advisors Capital Management
New Jersey
$579K -$5.2K -48 -0.9%
MFT
688
Moisand Fitzgerald Tamayo
Florida
$577K
DAS
689
Dynamic Advisor Solutions
Arizona
$571K +$30.8K +284 +6%
BPWM
690
Badgley Phelps Wealth Managers
Washington
$569K -$20.6K -190 -4%
BMWM
691
Brown Miller Wealth Management
Virginia
$568K +$1.41K +13 +0.3%
FA
692
Faithward Advisors
Pennsylvania
$567K +$7.8K +72 +1%
DZ Bank
693
DZ Bank
Germany
$562K +$13.5K +125 +3%
PWM
694
Partnership Wealth Management
Maryland
$561K
SW
695
Simplicity Wealth
New Jersey
$560K -$56K -517 -10%
FAN
696
Financial Advisors Network
California
$558K +$19.7K +182 +4%
MCM
697
Mill Capital Management
North Carolina
$553K
ACI
698
Alpha Cubed Investments
California
$552K -$7.04K -65 -1%
OC
699
Oarsman Capital
Wisconsin
$551K
SWM
700
Segment Wealth Management
Texas
$545K +$11.9K +110 +2%