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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CA
726
Crewe Advisors
Utah
$495K +$1.95K +18 +0.4%
WF
727
WoodTrust Financial
Wisconsin
$495K -$105K -968 -18%
CPSC
728
Carl P. Sherr & Co
Massachusetts
$492K – – –
FCM
729
Fourpath Capital Management
Oklahoma
$491K -$7.8K -72 -2%
TFO
730
Tarbox Family Office
California
$489K – – –
WFI
731
West Family Investments
California
$487K +$4.12K +38 +0.9%
SageView Advisory Group
732
SageView Advisory Group
California
$486K -$19K -175 -4%
CIM
733
Contravisory Investment Management
Massachusetts
$482K +$456K +4,208 New
Mission Wealth Management
734
Mission Wealth Management
California
$482K +$867 +8 +0.2%
CFA
735
CWS Financial Advisors
Michigan
$481K +$80.5K +743 +22%
OSNBOA
736
Old Second National Bank of Aurora
Illinois
$478K – – –
Plancorp LLC
737
Plancorp LLC
Missouri
$477K -$434 -4 -0.1%
WPA
738
West Paces Advisors
Georgia
$477K -$3.14K -29 -0.7%
Sanibel Captiva Trust Company
739
Sanibel Captiva Trust Company
Florida
$475K – – –
IWA
740
Inspirion Wealth Advisors
Illinois
$468K +$294K +2,710 +125%
BFS
741
Bard Financial Services
Connecticut
$465K – – –
ECM
742
Everence Capital Management
Indiana
$464K – – –
RWM
743
Revisor Wealth Management
Ohio
$462K +$25.5K +235 +6%
MLL
744
Moody Lynn & Lieberson
Massachusetts
$462K -$53.2K -491 -11%
BWM
745
Bullock Wealth Management
Indiana
$461K -$2.82K -26 -0.6%
CSPIA
746
Cary Street Partners Investment Advisory
Virginia
$461K +$22K +203 +5%
CAM
747
Carret Asset Management
New York
$458K – – –
ZF
748
Zhang Financial
Michigan
$458K +$433K +3,996 New
Vontobel Holding
749
Vontobel Holding
Switzerland
$456K +$432K +3,982 New
MHIC
750
Marble Harbor Investment Counsel
Massachusetts
$456K – – –