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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HBK Sorce Advisory
726
HBK Sorce Advisory
Pennsylvania
$236K +$1.04K +12 +0.4%
MWA
727
Monograph Wealth Advisors
California
$236K +$255K +2,931 New
IP
728
Isthmus Partners
Wisconsin
$236K – – –
OAM
729
Ostrum Asset Management
France
$236K -$1.82K -21 -0.7%
DBT
730
Dubuque Bank & Trust
Iowa
$235K – – –
CGL
731
Clarius Group LLC
Washington
$234K -$66.8K -769 -21%
LWM
732
Lodestone Wealth Management
Washington
$233K – – –
FMLI
733
Fukoku Mutual Life Insurance
Japan
$232K – – –
Choate Investment Advisors
734
Choate Investment Advisors
Massachusetts
$231K +$249K +2,864 New
Atria Wealth Solutions
735
Atria Wealth Solutions
New York
$229K -$240K -2,765 -49%
MIM
736
MTM Investment Management
South Carolina
$228K – – –
SBWIC
737
Schaper Benz & Wise Investment Counsel
Wisconsin
$228K – – –
VSQM
738
V-Square Quantitative Management
Illinois
$227K +$182K +2,096 +292%
HWMG
739
Hurlow Wealth Management Group
Indiana
$225K – – –
CISOA
740
Capital Investment Services of America
Wisconsin
$224K – – –
PWP
741
Principle Wealth Partners
Connecticut
$223K – – –
CFA
742
CWS Financial Advisors
Michigan
$223K -$9.21K -106 -4%
Western Wealth Management
743
Western Wealth Management
Colorado
$221K +$239K +2,745 New
SCM
744
Stevens Capital Management
Pennsylvania
$221K +$239K +2,747 New
GIA
745
Gladstone Institutional Advisory
Florida
$220K -$19.7K -227 -8%
LOPW
746
Live Oak Private Wealth
North Carolina
$220K – – –
FEM
747
Fulcrum Equity Management
Texas
$218K +$869 +10 +0.4%
BIM
748
Baldwin Investment Management
Pennsylvania
$218K – – –
AIM
749
Arcadia Investment Management
Michigan
$217K – – –
IIC
750
Ironwood Investment Counsel
Arizona
$217K +$235K +2,700 New