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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
726
Empirical Wealth Management
Washington
$228K
TAM
727
Tocqueville Asset Management
New York
$226K -$8.85K -91 -4%
MCWS
728
McKinley Carter Wealth Services
West Virginia
$226K +$239K +2,460 New
PCTC
729
Perkins Coie Trust Company
Washington
$225K
Kovitz Investment Group Partners
730
Kovitz Investment Group Partners
Illinois
$225K +$25K +257 +12%
CRC
731
Curi RMB Capital
Illinois
$224K
EWM
732
Executive Wealth Management
Michigan
$224K +$237K +2,439 New
BAM
733
Belpointe Asset Management
Nevada
$221K +$86.5K +889 +59%
CCM
734
Compton Capital Management
Rhode Island
$221K +$234K +2,400 New
BAS
735
Brown Advisory Securities
Maryland
$220K
SC
736
Scotia Capital
Ontario, Canada
$220K +$7.69K +79 +3%
FHA
737
Flagship Harbor Advisors
Massachusetts
$218K -$3.41K -35 -1%
FCFC
738
First Commonwealth Financial Corp
Pennsylvania
$218K
NICM
739
Neo Ivy Capital Management
New York
$218K +$77.8K +800 +51%
IB
740
Intrust Bank
Kansas
$216K
WA
741
WealthTrust Axiom
Pennsylvania
$216K
AC
742
Athanor Capital
New York
$216K +$228K +2,345 New
EP
743
Eudaimonia Partners
Tennessee
$215K -$1.65K -17 -0.7%
Bank Julius Baer & Co
744
Bank Julius Baer & Co
Switzerland
$214K +$13.7K +141 +6%
RIA
745
Regal Investment Advisors
Michigan
$214K +$226K +2,327 New
IFG
746
Independent Financial Group
California
$213K +$225K +2,317 New
Bessemer Group
747
Bessemer Group
New Jersey
$212K +$96.1K +988 +75%
WDL
748
Well Done LLC
Michigan
$211K
RBFC
749
Roman Butler Fullerton & Co
Missouri
$211K +$1.46K +15 +0.7%
CWP
750
CFM Wealth Partners
Texas
$208K