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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
701
Sound View Wealth Advisors Group
Georgia
$286K – – –
BBW
702
Blue Barn Wealth
Utah
$285K +$5.62K +55 +2%
HTC
703
Haverford Trust Company
Pennsylvania
$284K – – –
P
704
Pitcairn
Pennsylvania
$282K -$1.84K -18 -0.6%
MWM
705
MBE Wealth Management
Wisconsin
$282K – – –
IAIM
706
International Assets Investment Management
Florida
$279K +$22.2K +217 +7%
PFBT
707
Parkside Financial Bank & Trust
Missouri
$278K +$102 +1 +0%
SB
708
Strategic Blueprint
Georgia
$277K +$91.3K +894 +41%
JWCA
709
J.W. Cole Advisors
Florida
$276K +$8.17K +80 +3%
SFI
710
Siemens Fonds Invest
Germany
$275K -$25.2K -247 -7%
FIB
711
First Interstate Bank
Montana
$275K +$36.2K +354 +13%
CGL
712
Clarius Group LLC
Washington
$274K +$23K +225 +8%
Kovitz Investment Group Partners
713
Kovitz Investment Group Partners
Illinois
$274K +$313K +3,060 New
KFGK
714
Keystone Financial Group (Kentucky)
Kentucky
$272K +$3.06K +30 +1%
FMAEN1
715
Fund Management at Engine No 1
California
$271K -$15.5K -152 -5%
CFS
716
CRA Financial Services
New Jersey
$271K – – –
SWA
717
Sutton Wealth Advisors
Florida
$271K – – –
OTL
718
Oak Thistle LLC
New York
$270K -$138K -1,348 -31%
VDI
719
Vaughan David Investments
Illinois
$269K +$1.53K +15 +0.5%
GWM
720
GSB Wealth Management
Connecticut
$268K – – –
KCIA
721
Kingsbury Capital Investment Advisors
Illinois
$268K – – –
DY
722
Dowling & Yahnke
California
$268K +$12.8K +125 +4%
CW
723
Connectus Wealth
Ohio
$267K – – –
HWM
724
HB Wealth Management
Georgia
$266K -$268K -2,620 -47%
Pacer Advisors
725
Pacer Advisors
Pennsylvania
$264K -$8.58M -83,950 -97%