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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
726
Diversify Advisory Services
Utah
$567K +$568K +4,978 New
CLIP
727
Colter Lewis Investment Partners
Connecticut
$566K – – –
MCM
728
Mill Capital Management
North Carolina
$563K – – –
BPWM
729
Badgley Phelps Wealth Managers
Washington
$560K – – –
MIM
730
Marshall Investment Management
Colorado
$559K +$34.6K +303 +7%
HSA
731
HBK Sorce Advisory
Pennsylvania
$557K +$22.5K +197 +4%
Fidelity International
732
Fidelity International
Bermuda
$556K +$273K +2,394 +101%
SW
733
Simplicity Wealth
New Jersey
$552K +$7.99K +70 +2%
SBWIC
734
Schaper Benz & Wise Investment Counsel
Wisconsin
$551K – – –
IA
735
Integrity Alliance
Iowa
$551K +$123K +1,081 +30%
SMC
736
Smith, Moore & Co
Missouri
$545K +$228 +2 +0%
SCM
737
SKBA Capital Management
California
$545K – – –
CAMG
738
CWA Asset Management Group
Florida
$543K +$102K +890 +24%
KFGK
739
Keystone Financial Group (Kentucky)
Kentucky
$538K +$52.1K +457 +11%
SCTC
740
Sanibel Captiva Trust Company
Florida
$536K -$3.65K -32 -0.7%
WPA
741
West Paces Advisors
Georgia
$534K +$3.08K +27 +0.6%
MT
742
Midwest Trust
Kansas
$531K -$40.6K -356 -7%
BMWM
743
Brown Miller Wealth Management
Virginia
$529K – – –
AO
744
Advisor OS
Illinois
$528K -$22.4K -196 -4%
CAG
745
Csenge Advisory Group
Florida
$527K -$22.1K -194 -4%
HI
746
Hudock Inc
Pennsylvania
$527K – – –
CSPIA
747
Cary Street Partners Investment Advisory
Virginia
$526K +$21.4K +188 +4%
FAP
748
Financial Advisory Partners
Florida
$526K -$24.1K -211 -4%
QCM
749
Qsemble Capital Management
New York
$525K -$6.23M -54,600 -92%
CA
750
Crewe Advisors
Utah
$525K +$13.1K +115 +3%