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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
701
Hutner Capital Management
Vermont
$618K -$2.25K -20 -0.4%
KFG
702
Kingdom Financial Group
Arizona
$616K -$2.25K -20 -0.4%
LAS
703
Lloyd Advisory Services
Georgia
$616K +$525K +4,671 +719%
Coldstream Capital Management
704
Coldstream Capital Management
Washington
$611K -$24.4K -217 -4%
Peapack-Gladstone Financial Corp
705
Peapack-Gladstone Financial Corp
New Jersey
$610K -$11.1K -99 -2%
Diversify Wealth Management
706
Diversify Wealth Management
Utah
$610K +$598K +5,327 New
MLFP
707
MPS Loria Financial Planners
Illinois
$607K -$9.1K -81 -2%
Gradient Investments
708
Gradient Investments
Minnesota
$606K – – –
OL
709
Odyssean LLC
Connecticut
$606K +$588K +5,233 New
VSQM
710
V-Square Quantitative Management
Illinois
$605K +$135K +1,203 +30%
Tema ETFs
711
Tema ETFs
New York
$605K +$2.36K +21 +0.4%
BFO
712
Boston Family Office
Massachusetts
$603K +$585K +5,211 New
TCW Group
713
TCW Group
California
$601K +$28.2K +251 +5%
LIM
714
Loudon Investment Management
New Hampshire
$600K – – –
SFC
715
SYM Financial Corp
Indiana
$600K -$5.17K -46 -0.9%
PPWM
716
Paragon Private Wealth Management
Kentucky
$600K -$20.8K -185 -3%
TFGT
717
TS Financial Group (TSFG)
Illinois
$598K +$4.04K +36 +0.7%
DA
718
Dougherty & Associates
Florida
$598K -$10.1K -90 -2%
Capital Advisors Inc
719
Capital Advisors Inc
Oklahoma
$597K +$172K +1,528 +42%
Daymark Wealth Partners
720
Daymark Wealth Partners
Ohio
$592K -$62K -552 -10%
FA
721
Faithward Advisors
Pennsylvania
$585K +$9.44K +84 +2%
Fifth Third Wealth Advisors
722
Fifth Third Wealth Advisors
Ohio
$580K +$56.4K +502 +11%
FIM
723
FWL Investment Management
Texas
$579K +$562K +5,000 New
Fiduciary Trust
724
Fiduciary Trust
Massachusetts
$574K -$626K -5,576 -53%
Savvy Advisors Inc
725
Savvy Advisors Inc
New York
$571K +$249K +2,215 +82%