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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
701
Baldwin Investment Management
Pennsylvania
$240K – – –
SS
702
Simplicity Solutions
Minnesota
$240K +$34.8K +369 +16%
IC
703
IEQ Capital
California
$240K +$37.4K +397 +17%
SAM
704
Strategy Asset Managers
California
$238K +$36.9K +392 +17%
IA
705
IFG Advisors
Missouri
$237K – – –
MFS
706
Mirabella Financial Services
United Kingdom
$237K +$251K +2,669 New
BFIM
707
Beese Fulmer Investment Management
Ohio
$234K – – –
Walleye Trading
708
Walleye Trading
New York
$234K +$247K +2,626 New
JMF
709
Johnson Midwest Financial
Iowa
$233K – – –
SF
710
Synovus Financial
Georgia
$233K +$4.24K +45 +2%
BBNA
711
Bremer Bank National Association
Minnesota
$230K – – –
AWE
712
Avidian Wealth Enterprises
Texas
$229K -$12.2K -130 -5%
TI
713
Tidal Investments
Wisconsin
$229K +$243K +2,578 New
VWA
714
V Wealth Advisors
Kansas
$228K -$106K -1,126 -30%
LSAG
715
Lake Street Advisors Group
New Hampshire
$228K -$283 -3 -0.1%
DY
716
Dowling & Yahnke
California
$228K – – –
FB
717
Fulton Bank
Pennsylvania
$228K +$4.43K +47 +2%
FWM
718
Fairhaven Wealth Management
Illinois
$227K – – –
FFA
719
Freedman Financial Associates
Massachusetts
$225K – – –
PCWA
720
Pacific Capital Wealth Advisors
California
$225K – – –
JPG
721
Jordan Park Group
California
$224K -$46.1K -489 -16%
EP
722
Eudaimonia Partners
Tennessee
$223K +$20K +212 +9%
CFA
723
Capstone Financial Advisors
Illinois
$223K +$21.3K +226 +10%
SB
724
Simmons Bank
Arkansas
$222K – – –
TWM
725
Triton Wealth Management
Arizona
$222K – – –