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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FA
701
Faithward Advisors
Pennsylvania
$522K +$13.9K +136 +3%
Dynamic Advisor Solutions
702
Dynamic Advisor Solutions
Arizona
$522K +$489K +4,790 New
Fifth Third Wealth Advisors
703
Fifth Third Wealth Advisors
Ohio
$522K +$26.2K +257 +6%
Haverford Trust Company
704
Haverford Trust Company
Pennsylvania
$521K +$4.19K +41 +0.9%
SMC
705
Smith, Moore & Co
Missouri
$516K -$1.02K -10 -0.2%
RAM
706
Redmond Asset Management
Virginia
$512K – – –
Badgley Phelps Wealth Managers
707
Badgley Phelps Wealth Managers
Washington
$512K – – –
CTA
708
Chesley Taft & Associates
Illinois
$503K -$101K -989 -18%
BWM
709
Bullock Wealth Management
Indiana
$502K +$1.53K +15 +0.3%
FAN
710
Financial Advisors Network
California
$496K +$20K +196 +4%
PMG
711
ProVise Management Group
Florida
$494K +$69.4K +680 +18%
MLL
712
Moody Lynn & Lieberson
Massachusetts
$494K – – –
LA
713
Lifeworks Advisors
Michigan
$493K +$462K +4,523 New
AMG
714
Advisors Management Group
Wisconsin
$490K -$44.3K -434 -9%
LIA
715
LS Investment Advisors
Michigan
$488K – – –
MCM
716
McDonough Capital Management
Florida
$488K – – –
CTA
717
Colonial Trust Advisors
South Carolina
$479K – – –
HFM
718
Hartford Funds Management
Pennsylvania
$478K +$94.2K +922 +27%
FCM
719
Fourpath Capital Management
Oklahoma
$475K -$5.51K -54 -1%
Mission Wealth Management
720
Mission Wealth Management
California
$474K +$36.5K +357 +9%
MIM
721
Marshall Investment Management
Colorado
$473K -$4.8K -47 -1%
CA
722
Continuum Advisory
Idaho
$471K -$30K -294 -6%
CPSC
723
Carl P. Sherr & Co
Massachusetts
$468K – – –
WPA
724
West Paces Advisors
Georgia
$468K -$12.9K -126 -3%
TFO
725
Tarbox Family Office
California
$465K – – –