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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
751
Marble Harbor Investment Counsel
Massachusetts
$434K -$383K -3,750 -48%
CPWA
752
Cerro Pacific Wealth Advisors
California
$431K -$817 -8 -0.2%
Park National Corp
753
Park National Corp
Ohio
$430K +$2.35K +23 +0.6%
PWP
754
Phillips Wealth Planners
Mississippi
$430K -$4.08K -40 -1%
CIS
755
Custom Index Systems
New York
$429K +$144K +1,412 +56%
AF
756
Advisornet Financial
Minnesota
$429K -$15.9K -156 -4%
SBWIC
757
Schaper Benz & Wise Investment Counsel
Wisconsin
$428K – – –
KWM
758
Kiker Wealth Management
Georgia
$427K -$31.4K -307 -7%
VSQM
759
V-Square Quantitative Management
Illinois
$427K +$613 +6 +0.2%
Diversify Advisory Services
760
Diversify Advisory Services
Utah
$426K +$23.2K +227 +6%
Smithfield Trust
761
Smithfield Trust
Pennsylvania
$422K -$4.29K -42 -1%
ZWJ Investment Counsel
762
ZWJ Investment Counsel
Georgia
$421K – – –
SWM
763
Segment Wealth Management
Texas
$420K +$394K +3,856 New
LI
764
LVZ Inc
Michigan
$419K -$192K -1,880 -33%
CC
765
Callan Capital
California
$419K +$10.2K +100 +3%
BOPW
766
Brandywine Oak Private Wealth
Pennsylvania
$418K -$306 -3 -0.1%
WAM
767
WFA Asset Management
Wisconsin
$416K +$231K +2,265 +81%
AA
768
ABC Arbitrage
France
$416K -$249K -2,436 -39%
FRA
769
Frank Rimerman Advisors
California
$416K -$21.1K -207 -5%
GSB
770
Greenfield Savings Bank
Massachusetts
$416K -$5.51K -54 -1%
FGA
771
Fortis Group Advisors
New Jersey
$415K – – –
CSPIA
772
Cary Street Partners Investment Advisory
Virginia
$414K +$6.13K +60 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
773
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$413K -$20M -196,212 -98%
BCV
774
Banque Cantonale Vaudoise
Switzerland
$411K +$386K +3,775 New
RMCM
775
Reynders McVeigh Capital Management
Massachusetts
$408K – – –