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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
701
Arete Wealth Advisors
Illinois
$399K +$66.1K +682 +19%
CA
702
Crewe Advisors
Utah
$398K +$53.9K +556 +15%
KWM
703
Kiker Wealth Management
Georgia
$398K +$410K +4,227 New
EGM
704
Engineers Gate Manager
New York
$397K +$409K +4,221 New
BBW
705
Blue Barn Wealth
Utah
$395K +$2.91K +30 +0.7%
AIA
706
AssuredPartners Investment Advisors
Florida
$394K +$406K +4,185 New
CC
707
Courier Capital
New York
$393K – – –
VHAM
708
Van Hulzen Asset Management
California
$392K -$388 -4 -0.1%
WFI
709
West Family Investments
California
$391K +$87.1K +898 +28%
MGIA
710
Moneta Group Investment Advisors
Missouri
$388K +$80.2K +827 +25%
AF
711
Advisornet Financial
Minnesota
$385K +$148K +1,530 +60%
AIM
712
Alhambra Investment Management
Florida
$384K – – –
PL
713
Plancorp LLC
Missouri
$384K +$3.3K +34 +0.8%
CE
714
Cornerstone Enterprises
Wisconsin
$384K – – –
OMIC
715
Old Mission Investment Co
Michigan
$383K – – –
JSW
716
Journey Strategic Wealth
New Jersey
$382K +$52.6K +542 +15%
BFS
717
Bard Financial Services
Connecticut
$382K – – –
DWP
718
Daymark Wealth Partners
Ohio
$382K -$35.4K -365 -8%
ECM
719
Everence Capital Management
Indiana
$381K -$378K -3,900 -49%
PWP
720
Phillips Wealth Planners
Mississippi
$380K +$194 +2 +0%
FRA
721
Frank Rimerman Advisors
California
$378K +$89.1K +919 +30%
SCTC
722
Sanibel Captiva Trust Company
Florida
$377K -$11.7K -121 -3%
CCM
723
Coldstream Capital Management
Washington
$377K +$30.7K +317 +9%
AC
724
AlphaCore Capital
California
$376K -$51.7K -533 -12%
CAM
725
Carret Asset Management
New York
$376K – – –