WEC icon

WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
ST
701
Smithfield Trust
Pennsylvania
$378K -$61.2K -691 -15%
AP
702
Appleton Partners
Massachusetts
$374K – – –
ACGA
703
Atlanta Consulting Group Advisors
Georgia
$373K +$344K +3,876 New
BOPW
704
Brandywine Oak Private Wealth
Pennsylvania
$369K -$89 -1 -0%
WA
705
WealthTrust Axiom
Pennsylvania
$367K – – –
CC
706
Callan Capital
California
$366K +$23.3K +263 +7%
FGA
707
Fortis Group Advisors
New Jersey
$366K – – –
MWM
708
Modern Wealth Management
Kansas
$366K +$89 +1 +0%
CPWA
709
Cerro Pacific Wealth Advisors
California
$364K – – –
RMCM
710
Reynders McVeigh Capital Management
Massachusetts
$360K – – –
HDIM
711
Hanson & Doremus Investment Management
Vermont
$357K – – –
AA
712
ALPS Advisors
Colorado
$356K +$328K +3,700 New
CCM
713
Coldstream Capital Management
Washington
$356K +$78.7K +888 +32%
SAM
714
Strategy Asset Managers
California
$355K +$72.4K +817 +28%
MPM
715
MBB Public Markets
Illinois
$355K -$1.71M -19,280 -84%
ZIC
716
ZWJ Investment Counsel
Georgia
$355K -$4.17K -47 -1%
CA
717
Crewe Advisors
Utah
$354K +$2.13K +24 +0.7%
CWA
718
Centennial Wealth Advisory
Michigan
$353K +$19.6K +221 +6%
WF
719
WoodTrust Financial
Wisconsin
$353K – – –
CAI
720
Capital Advisors Inc
Oklahoma
$352K -$9.93K -112 -3%
WCM
721
Weaver Capital Management
Georgia
$347K -$250K -2,816 -44%
TCA
722
Transcend Capital Advisors
New Jersey
$346K -$532 -6 -0.2%
FFA
723
First Foundation Advisors
California
$345K +$177 +2 +0.1%
BWM
724
Buska Wealth Management
Wisconsin
$344K +$72.7K +820 +30%
AWA
725
Arete Wealth Advisors
Illinois
$343K -$57.4K -648 -15%