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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WF
726
WoodTrust Financial
Wisconsin
$495K -$105K -968 -18%
CPSC
727
Carl P. Sherr & Co
Massachusetts
$492K
FCM
728
Fourpath Capital Management
Oklahoma
$491K -$7.8K -72 -2%
TFO
729
Tarbox Family Office
California
$489K
WFI
730
West Family Investments
California
$487K +$4.12K +38 +0.9%
SAG
731
SageView Advisory Group
California
$486K -$19K -175 -4%
CIM
732
Contravisory Investment Management
Massachusetts
$482K +$456K +4,208 New
MWM
733
Mission Wealth Management
California
$482K +$867 +8 +0.2%
CFA
734
CWS Financial Advisors
Michigan
$481K +$80.5K +743 +22%
OSNBOA
735
Old Second National Bank of Aurora
Illinois
$478K
PL
736
Plancorp LLC
Missouri
$477K -$434 -4 -0.1%
WPA
737
West Paces Advisors
Georgia
$477K -$3.14K -29 -0.7%
SCTC
738
Sanibel Captiva Trust Company
Florida
$475K
IWA
739
Inspirion Wealth Advisors
Illinois
$468K +$294K +2,710 +125%
BFS
740
Bard Financial Services
Connecticut
$465K
ECM
741
Everence Capital Management
Indiana
$464K
RWM
742
Revisor Wealth Management
Ohio
$462K +$25.5K +235 +6%
MLL
743
Moody Lynn & Lieberson
Massachusetts
$462K -$53.2K -491 -11%
CSPIA
744
Cary Street Partners Investment Advisory
Virginia
$461K +$22K +203 +5%
CAM
745
Carret Asset Management
New York
$458K
ZF
746
Zhang Financial
Michigan
$458K +$433K +3,996 New
Vontobel Holding
747
Vontobel Holding
Switzerland
$456K +$432K +3,982 New
MHIC
748
Marble Harbor Investment Counsel
Massachusetts
$456K
SBWIC
749
Schaper Benz & Wise Investment Counsel
Wisconsin
$456K
GSB
750
Greenfield Savings Bank
Massachusetts
$453K +$12.2K +113 +3%