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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFG
701
Kingdom Financial Group
Arizona
$616K -$2.25K -20 -0.4%
LAS
702
Lloyd Advisory Services
Georgia
$616K +$525K +4,671 +719%
CCM
703
Coldstream Capital Management
Washington
$611K -$24.4K -217 -4%
PGFC
704
Peapack-Gladstone Financial Corp
New Jersey
$610K -$11.1K -99 -2%
DWM
705
Diversify Wealth Management
Utah
$610K +$598K +5,327 New
MLFP
706
MPS Loria Financial Planners
Illinois
$607K -$9.1K -81 -2%
GI
707
Gradient Investments
Minnesota
$606K – – –
OL
708
Odyssean LLC
Connecticut
$606K +$588K +5,233 New
VSQM
709
V-Square Quantitative Management
Illinois
$605K +$135K +1,203 +30%
TE
710
Tema ETFs
New York
$605K +$2.36K +21 +0.4%
BFO
711
Boston Family Office
Massachusetts
$603K +$585K +5,211 New
TG
712
TCW Group
California
$601K +$28.2K +251 +5%
LIM
713
Loudon Investment Management
New Hampshire
$600K – – –
SFC
714
SYM Financial Corp
Indiana
$600K -$5.17K -46 -0.9%
PPWM
715
Paragon Private Wealth Management
Kentucky
$600K -$20.8K -185 -3%
TFGT
716
TS Financial Group (TSFG)
Illinois
$598K +$4.04K +36 +0.7%
DA
717
Dougherty & Associates
Florida
$598K -$10.1K -90 -2%
CAI
718
Capital Advisors Inc
Oklahoma
$597K +$172K +1,528 +42%
DWP
719
Daymark Wealth Partners
Ohio
$592K -$62K -552 -10%
FA
720
Faithward Advisors
Pennsylvania
$585K +$9.44K +84 +2%
FTWA
721
Fifth Third Wealth Advisors
Ohio
$580K +$56.4K +502 +11%
FIM
722
FWL Investment Management
Texas
$579K +$562K +5,000 New
FT
723
Fiduciary Trust
Massachusetts
$574K -$626K -5,576 -53%
SAI
724
Savvy Advisors Inc
New York
$571K +$249K +2,215 +82%
CG
725
Caprock Group
Idaho
$570K -$448K -3,985 -45%
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