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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
701
Connecticut Wealth Management
Connecticut
$297K -$16.5K -200 -5%
GW
702
GW & Wade
Massachusetts
$296K -$40K -486 -12%
HT
703
Headlands Technologies
Illinois
$295K +$226K +2,743 +359%
RWP
704
RWA Wealth Partners
Massachusetts
$292K +$286K +3,474 New
FFA
705
First Foundation Advisors
California
$292K -$40K -486 -12%
MM
706
MQS Management
New York
$291K -$120K -1,453 -30%
HTC
707
Haverford Trust Company
Pennsylvania
$291K +$15.6K +190 +6%
MLA
708
My Legacy Advisors
Oregon
$291K +$292K +3,540 New
OFS
709
OneAscent Financial Services
Alabama
$290K +$284K +3,451 New
SFI
710
Siemens Fonds Invest
Germany
$289K +$67K +813 +31%
FHC
711
First Heartland Consultants
Missouri
$288K -$18.9K -229 -6%
PA
712
Parallel Advisors
California
$287K -$13K -158 -4%
HSA
713
HBK Sorce Advisory
Pennsylvania
$287K +$38.9K +472 +16%
W
714
Wealthquest
Ohio
$286K -$741 -9 -0.3%
ZB
715
Zions Bancorporation
Utah
$286K +$7.66K +93 +3%
GWSG
716
GPS Wealth Strategies Group
Colorado
$286K -$3.38K -41 -1%
PCI
717
Planning Center Inc
Illinois
$286K -$1.07K -13 -0.4%
CCM
718
Coldstream Capital Management
Washington
$285K +$22.2K +270 +9%
CI
719
Cigna Investments
Connecticut
$283K – – –
QI
720
Qtron Investments
Massachusetts
$282K – – –
BBW
721
Blue Barn Wealth
Utah
$281K +$15.9K +193 +6%
SAM
722
Summit Asset Management
Tennessee
$281K – – –
VFA
723
Valeo Financial Advisors
Indiana
$278K +$272K +3,302 New
AC
724
AXQ Capital
New Jersey
$278K +$272K +3,300 New
GIA
725
Gladstone Institutional Advisory
Florida
$276K +$44.7K +543 +20%
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