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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
726
Capstone Financial Advisors
Illinois
$213K -$125K -1,433 -39%
CWP
727
CFM Wealth Partners
Texas
$212K – – –
Members Trust
728
Members Trust
Florida
$210K – – –
JWCA
729
J.W. Cole Advisors
Florida
$209K +$4.18K +48 +2%
TFGT
730
TS Financial Group (TSFG)
Illinois
$208K – – –
JAG
731
Journey Advisory Group
Kentucky
$208K +$194K +2,226 New
BHIA
732
Birch Hill Investment Advisors
Massachusetts
$206K – – –
CM
733
Capital Management
Virginia
$206K – – –
PHS
734
Pekin Hardy Strauss
Illinois
$206K – – –
Kovitz Investment Group Partners
735
Kovitz Investment Group Partners
Illinois
$205K -$22.4K -257 -11%
AWM
736
Altium Wealth Management
New York
$205K -$1.48K -17 -0.8%
BP
737
Ballentine Partners
Massachusetts
$205K +$191K +2,187 New
ECM
738
Exchange Capital Management
Michigan
$204K – – –
TIM
739
Thompson Investment Management
Wisconsin
$203K +$189K +2,169 New
PI
740
Putnam Investments
Massachusetts
$202K -$335K -3,843 -64%
PFGIA
741
Patriot Financial Group Insurance Agency
Massachusetts
$202K +$610 +7 +0.3%
MWM
742
MBE Wealth Management
Wisconsin
$201K +$187K +2,143 New
GWCM
743
Godshalk Welsh Capital Management
Pennsylvania
$201K +$187K +2,150 New
MMG
744
Monetary Management Group
Missouri
$192K – – –
IWP
745
IAG Wealth Partners
Wisconsin
$186K -$7.85K -90 -4%
CFA
746
Carroll Financial Associates
North Carolina
$184K +$4.27K +49 +3%
HBT
747
Hills Bank & Trust
Iowa
$182K +$10.6K +122 +7%
CTB
748
Country Trust Bank
Illinois
$179K – – –
EFSCE
749
Enterprise Financial Services Corp (EFSC)
Missouri
$175K +$3.31K +38 +2%
MG
750
MilWealth Group
Wisconsin
$175K – – –