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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BBW
701
Blue Barn Wealth
Utah
$307K +$8.04K +87 +3%
OTL
702
Oak Thistle LLC
New York
$306K +$23.3K +252 +8%
DLCIG
703
D.L. Carlson Investment Group
New Hampshire
$305K – – –
SIAM
704
Sterling Investment Advisors (Missouri)
Missouri
$305K – – –
CC
705
Callan Capital
California
$304K +$300K +3,246 New
VF
706
Virtu Financial
New York
$303K +$298K +3,229 New
AF
707
Advisornet Financial
Minnesota
$303K -$96.6K -1,045 -24%
LFA
708
LGT Financial Advisors
Texas
$302K +$298K +3,222 New
Bailard
709
Bailard
California
$300K – – –
Parallel Advisors
710
Parallel Advisors
California
$300K -$34.9K -378 -11%
BIA
711
Beacon Investment Advisors
Maryland
$300K +$295K +3,194 New
P
712
Pitcairn
Pennsylvania
$299K +$3.14K +34 +1%
Haverford Trust Company
713
Haverford Trust Company
Pennsylvania
$298K – – –
Sequoia Financial Advisors
714
Sequoia Financial Advisors
Ohio
$297K +$61K +660 +26%
MNBTD
715
Moody National Bank Trust Division
Texas
$297K -$24.5K -265 -8%
MCWS
716
McKinley Carter Wealth Services
West Virginia
$293K +$67K +725 +30%
PFBT
717
Parkside Financial Bank & Trust
Missouri
$290K -$2.13K -23 -0.7%
Kovitz Investment Group Partners
718
Kovitz Investment Group Partners
Illinois
$287K – – –
LWM
719
Lodestone Wealth Management
Washington
$287K +$283K +3,057 New
Buckingham Strategic Wealth
720
Buckingham Strategic Wealth
Missouri
$286K -$18.9K -204 -6%
KFGK
721
Keystone Financial Group (Kentucky)
Kentucky
$285K – – –
CFS
722
CRA Financial Services
New Jersey
$284K – – –
FIB
723
First Interstate Bank
Montana
$282K -$6.93K -75 -2%
Coldstream Capital Management
724
Coldstream Capital Management
Washington
$282K +$278K +3,004 New
SWA
725
Sutton Wealth Advisors
Florida
$281K -$2.13K -23 -0.8%