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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
701
Segment Wealth Management
Texas
$545K +$11.9K +110 +2%
FAP
702
Financial Advisory Partners
Florida
$543K -$2.71K -25 -0.5%
Parallel Advisors
703
Parallel Advisors
California
$543K -$63K -581 -11%
SMC
704
Smith, Moore & Co
Missouri
$542K +$15.1K +139 +3%
AWA
705
Aaron Wealth Advisors
Illinois
$541K +$210K +1,941 +70%
Voleon Capital Management
706
Voleon Capital Management
California
$539K +$243K +2,246 +91%
SCM
707
SKBA Capital Management
California
$536K +$222K +2,050 +78%
Laird Norton Wetherby Wealth Management
708
Laird Norton Wetherby Wealth Management
California
$535K -$13.8K -127 -3%
Axxcess Wealth Management
709
Axxcess Wealth Management
California
$528K +$200K +1,845 +67%
RAM
710
Redmond Asset Management
Virginia
$527K – – –
MSAM
711
Moloney Securities Asset Management
Missouri
$526K -$15.5K -143 -3%
HFM
712
Hartford Funds Management
Pennsylvania
$525K -$23.3K -215 -4%
Haverford Trust Company
713
Haverford Trust Company
Pennsylvania
$524K -$6.29K -58 -1%
Moneta Group Investment Advisors
714
Moneta Group Investment Advisors
Missouri
$524K -$60.6K -559 -11%
CTA
715
Chesley Taft & Associates
Illinois
$523K – – –
AMG
716
Advisors Management Group
Wisconsin
$519K +$1.95K +18 +0.4%
MCM
717
Monument Capital Management
Virginia
$519K – – –
Fifth Third Wealth Advisors
718
Fifth Third Wealth Advisors
Ohio
$518K +$217 +2 +0%
HI
719
Hudock Inc
Pennsylvania
$517K -$43.8K -404 -8%
LIA
720
LS Investment Advisors
Michigan
$514K – – –
MCM
721
McDonough Capital Management
Florida
$513K – – –
MIM
722
Marshall Investment Management
Colorado
$505K +$4.01K +37 +0.8%
CTA
723
Colonial Trust Advisors
South Carolina
$501K -$2.49K -23 -0.5%
BBW
724
Blue Barn Wealth
Utah
$496K +$217 +2 +0%
GWMR
725
GC Wealth Management RIA
Massachusetts
$496K +$469K +4,325 New