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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
IP
751
Isthmus Partners
Wisconsin
$241K – – –
KOMWMG
752
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$240K -$7.08K -88 -3%
HB
753
HTLF Bank
Colorado
$239K – – –
Buckingham Strategic Wealth
754
Buckingham Strategic Wealth
Missouri
$239K +$563 +7 +0.2%
FBT
755
First Bankers Trust
Kentucky
$239K +$234K +2,911 New
LWM
756
Lodestone Wealth Management
Washington
$237K – – –
InterOcean Capital Group
757
InterOcean Capital Group
Tennessee
$234K +$3.22K +40 +1%
HB Wealth Management
758
HB Wealth Management
Georgia
$233K -$242K -3,008 -51%
MIM
759
MTM Investment Management
South Carolina
$232K – – –
SW
760
SVB Wealth
Massachusetts
$231K -$13.1K -163 -5%
HWMG
761
Hurlow Wealth Management Group
Indiana
$229K – – –
CISOA
762
Capital Investment Services of America
Wisconsin
$229K – – –
Western Wealth Management
763
Western Wealth Management
Colorado
$229K +$2.73K +34 +1%
Avior Wealth Management
764
Avior Wealth Management
Nebraska
$228K +$212K +2,641 +1,914%
PWP
765
Principle Wealth Partners
Connecticut
$227K – – –
Boston Financial Management
766
Boston Financial Management
Massachusetts
$227K -$16.8K -209 -7%
Danske Bank
767
Danske Bank
Denmark
$227K +$222K +2,759 New
PWA
768
Providence Wealth Advisors
Illinois
$227K -$950K -11,819 -81%
BWM
769
Buska Wealth Management
Wisconsin
$226K +$222K +2,757 New
CI Investments Inc
770
CI Investments Inc
Ontario, Canada
$226K +$48.1K +598 +28%
KBFS
771
Kohmann Bosshard Financial Services
Ohio
$225K +$221K +2,745 New
SPC
772
Spirepoint Private Client
Florida
$225K +$220K +2,740 New
Diversify Advisory Services
773
Diversify Advisory Services
Utah
$225K +$222K +2,755 New
I
774
InceptionR
California
$224K +$220K +2,733 New
UF
775
Univest Financial
Pennsylvania
$224K +$220K +2,731 New