WEC icon

WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
751
First Heartland Consultants
Missouri
$302K +$31.4K +354 +13%
GT
752
Glenview Trust
Kentucky
$300K +$18.1K +204 +7%
AO
753
Advisor OS
Illinois
$299K -$218K -2,465 -44%
FRA
754
Frank Rimerman Advisors
California
$299K -$799K -9,019 -74%
EW
755
Evexia Wealth
Wisconsin
$297K – – –
WAM
756
WFA Asset Management
Wisconsin
$297K +$35.1K +396 +15%
CWS
757
Cypress Wealth Services
California
$297K +$2.48K +28 +0.9%
GFP
758
Gryphon Financial Partners
Ohio
$296K +$273K +3,082 New
PA
759
Procyon Advisors
Connecticut
$295K +$272K +3,067 New
CFS
760
CRA Financial Services
New Jersey
$293K – – –
WI
761
WrapManager Inc
California
$293K +$270K +3,050 New
BSTWA
762
Blake Schutter Theil Wealth Advisors
Ohio
$293K +$270K +3,043 New
LIM
763
Longfellow Investment Management
Massachusetts
$291K +$1.59K +18 +0.6%
DLCIG
764
D.L. Carlson Investment Group
New Hampshire
$290K +$1.06K +12 +0.4%
BBNA
765
Bremer Bank National Association
Minnesota
$289K -$3.81K -43 -1%
TVM
766
True Vision MN
Minnesota
$288K +$266K +2,999 New
SP
767
Successful Portfolios
Florida
$287K – – –
BOS
768
Bank of Stockton
California
$287K – – –
SF
769
Synovus Financial
Georgia
$287K +$12K +135 +5%
HFM
770
Hartford Funds Management
Pennsylvania
$286K +$264K +2,978 New
AFG
771
Atomi Financial Group
New York
$285K +$263K +2,964 New
II
772
Inspire Investing
Idaho
$285K -$35.4K -400 -12%
SIMG
773
Sonora Investment Management Group
Arizona
$284K +$261K +2,949 New
PWM
774
Perigon Wealth Management
California
$283K +$261K +2,947 New
CFGSD
775
Compass Financial Group (South Dakota)
South Dakota
$283K – – –