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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
726
Smith, Moore & Co
Missouri
$496K -$2.99K -27 -0.6%
PFG
727
PAX Financial Group
Texas
$495K -$161K -1,458 -24%
BMWM
728
Brown Miller Wealth Management
Virginia
$495K -$29.1K -263 -5%
CreativeOne Wealth
729
CreativeOne Wealth
Kansas
$495K -$83.7K -756 -14%
Axxcess Wealth Management
730
Axxcess Wealth Management
California
$494K +$7.64K +69 +1%
SCM
731
SKBA Capital Management
California
$492K -$1.66K -15 -0.3%
Sanibel Captiva Trust Company
732
Sanibel Captiva Trust Company
Florida
$487K +$52.9K +478 +12%
Mission Wealth Management
733
Mission Wealth Management
California
$485K +$43.5K +393 +9%
Badgley Phelps Wealth Managers
734
Badgley Phelps Wealth Managers
Washington
$485K -$40.5K -366 -7%
Haverford Trust Company
735
Haverford Trust Company
Pennsylvania
$484K +$1.88K +17 +0.4%
Simplicity Wealth
736
Simplicity Wealth
New Jersey
$483K -$33.9K -306 -6%
CIBC World Market
737
CIBC World Market
Ontario, Canada
$483K +$507K +4,577 New
CTA
738
Chesley Taft & Associates
Illinois
$482K +$996 +9 +0.2%
MCM
739
Monument Capital Management
Virginia
$477K – – –
HI
740
Hudock Inc
Pennsylvania
$476K – – –
CPSC
741
Carl P. Sherr & Co
Massachusetts
$475K – – –
Fifth Third Wealth Advisors
742
Fifth Third Wealth Advisors
Ohio
$475K -$1.88K -17 -0.4%
CIS
743
Custom Index Systems
New York
$471K -$141K -1,276 -22%
OC
744
Oarsman Capital
Wisconsin
$469K -$39.4K -356 -7%
MIM
745
Marshall Investment Management
Colorado
$469K +$3.88K +35 +0.8%
Parallel Advisors
746
Parallel Advisors
California
$468K -$33.8K -305 -6%
RAM
747
Redmond Asset Management
Virginia
$464K -$22.1K -200 -4%
Forum Financial Management
748
Forum Financial Management
Illinois
$463K -$154K -1,392 -24%
CTA
749
Colonial Trust Advisors
South Carolina
$461K – – –
SMA
750
Sage Mountain Advisors
Georgia
$461K -$494K -4,465 -51%