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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
EverSource Wealth Advisors
751
EverSource Wealth Advisors
Alabama
$531K +$46.2K +411 +10%
GH
752
GAM Holding
Switzerland
$528K +$512K +4,559 New
SWM
753
Segment Wealth Management
Texas
$527K -$36.2K -322 -7%
WPA
754
West Paces Advisors
Georgia
$526K -$19.4K -173 -4%
BMWM
755
Brown Miller Wealth Management
Virginia
$524K -$18.2K -162 -3%
HI
756
Hudock Inc
Pennsylvania
$523K – – –
Perigon Wealth Management
757
Perigon Wealth Management
California
$521K +$99K +881 +24%
CTA
758
Chesley Taft & Associates
Illinois
$519K -$9.89K -88 -2%
MIM
759
Marshall Investment Management
Colorado
$519K +$4.16K +37 +0.8%
Boothbay Fund Management
760
Boothbay Fund Management
New York
$517K -$566K -5,036 -53%
CA
761
Crewe Advisors
Utah
$507K +$3.26K +29 +0.7%
CTA
762
Colonial Trust Advisors
South Carolina
$506K – – –
MHIC
763
Marble Harbor Investment Counsel
Massachusetts
$506K +$43.4K +386 +10%
CIS
764
Custom Index Systems
New York
$504K -$12.6K -112 -3%
TWM
765
Thrive Wealth Management
Pennsylvania
$502K -$114K -1,013 -19%
Forum Financial Management
766
Forum Financial Management
Illinois
$500K -$8.2K -73 -2%
CSPIA
767
Cary Street Partners Investment Advisory
Virginia
$500K +$24.7K +220 +5%
WF
768
WoodTrust Financial
Wisconsin
$500K – – –
RAM
769
Redmond Asset Management
Virginia
$498K -$11.2K -100 -2%
KCP
770
Kera Capital Partners
California
$492K +$25.7K +229 +6%
CPSC
771
Carl P. Sherr & Co
Massachusetts
$492K -$4.94K -44 -1%
OC
772
Oarsman Capital
Wisconsin
$491K -$23.6K -210 -5%
FMI
773
Frec Markets Inc
California
$489K +$256K +2,275 +117%
Ritholtz Wealth Management
774
Ritholtz Wealth Management
New York
$488K +$473K +4,213 New
OSNBOA
775
Old Second National Bank of Aurora
Illinois
$486K – – –