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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AC
726
Avestar Capital
New York
$62K -$140 -2 -0.2%
BAM
727
Barrett Asset Management
New York
$62K – – –
GLI
728
Guardian Life Insurance
New York
$62K – – –
KA
729
Kaizen Advisory
Illinois
$61K +$12.6K +180 +26%
TCOV
730
Trust Company of Vermont
Vermont
$60K -$6.95K -99 -10%
SLF
731
Sun Life Financial
Ontario, Canada
$60K +$351 +5 +0.6%
CAM
732
Cresset Asset Management
Illinois
$59K +$59.7K +850 New
DWM
733
Doyle Wealth Management
Florida
$59K +$59.8K +852 New
AIM
734
Advantage Investment Management
Iowa
$52K – – –
IBOK
735
Independence Bank of Kentucky
Kentucky
$52K – – –
SWM
736
SeaCrest Wealth Management
New York
$51K -$2.95K -42 -5%
FPFS
737
First Personal Financial Services
North Carolina
$50K – – –
SJIM
738
St. Johns Investment Management
Florida
$48K -$7.02K -100 -13%
SIS
739
Sound Income Strategies
Florida
$48K – – –
CFA
740
Carroll Financial Associates
North Carolina
$46K – – –
MSFP
741
Mark Sheptoff Financial Planning
Connecticut
$45K -$21.1K -300 -32%
SFG
742
SevenBridge Financial Group
Pennsylvania
$44K – – –
CAW
743
Cornerstone Advisors (Washington)
Washington
$43K +$2.67K +38 +7%
PGWM
744
Parisi Gray Wealth Management
New Jersey
$41K – – –
FMT
745
First Mercantile Trust
Tennessee
$41K +$16.9K +240 +69%
CCM
746
Copeland Capital Management
Pennsylvania
$41K +$41.1K +585 New
PWMG
747
Prestige Wealth Management Group
New Jersey
$41K +$41.2K +587 New
MIP
748
Mondrian Investment Partners
United Kingdom
$41K +$41.7K +594 New
RFM
749
Royal Fund Management
Florida
$40K +$40.9K +582 New
Twin Tree Management
750
Twin Tree Management
Texas
$38K +$38.1K +542 New