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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CG
751
Caprock Group
Idaho
$525K -$49.2K -431 -9%
CW
752
CreativeOne Wealth
Kansas
$522K -$43.5K -381 -8%
CTA
753
Chesley Taft & Associates
Illinois
$521K -$2.51K -22 -0.5%
Vontobel Holding
754
Vontobel Holding
Switzerland
$518K +$51.7K +453 +11%
CIS
755
Custom Index Systems
New York
$515K +$7.19K +63 +1%
CTA
756
Colonial Trust Advisors
South Carolina
$511K – – –
MHIC
757
Marble Harbor Investment Counsel
Massachusetts
$510K – – –
AIM
758
Advyzon Investment Management
Illinois
$509K -$62K -543 -11%
CPIG
759
Chicago Partners Investment Group
Illinois
$508K +$100K +877 +25%
TWM
760
Thrive Wealth Management
Pennsylvania
$505K -$1.03K -9 -0.2%
FFM
761
Forum Financial Management
Illinois
$505K – – –
CFG
762
Certior Financial Group
Pennsylvania
$500K +$12.4K +109 +3%
WWM
763
Waterway Wealth Management
Texas
$499K -$357K -3,133 -42%
HIA
764
Highland Investment Advisors
Florida
$497K +$485K +4,255 New
PW
765
PUREfi Wealth
Massachusetts
$497K +$117K +1,029 +32%
RAM
766
Redmond Asset Management
Virginia
$496K -$5.71K -50 -1%
DSC
767
Duncker Streett & Co
Missouri
$495K +$20.2K +177 +4%
RWM
768
Ritholtz Wealth Management
New York
$491K -$1.14K -10 -0.2%
CAM
769
Carret Asset Management
New York
$490K +$22.8K +200 +5%
OSNBOA
770
Old Second National Bank of Aurora
Illinois
$490K – – –
CPSC
771
Carl P. Sherr & Co
Massachusetts
$489K -$7.19K -63 -1%
RSWM
772
Robertson Stephens Wealth Management
California
$486K -$913 -8 -0.2%
AWM
773
Aprio Wealth Management
Georgia
$485K +$4.22K +37 +0.9%
BWM
774
Bullock Wealth Management
Indiana
$482K +$5.48K +48 +1%
7WCP
775
71 West Capital Partners
Massachusetts
$475K +$144K +1,258 +45%