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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
776
Lido Advisors
California
$242K +$7K +69 +3%
BHIA
777
Birch Hill Investment Advisors
Massachusetts
$241K – – –
LC
778
LCNB Corp
Ohio
$241K +$12.2K +120 +5%
SW
779
StrongBox Wealth
Missouri
$240K – – –
TF
780
Tompkins Financial
New York
$240K – – –
TWM
781
Triton Wealth Management
Arizona
$240K +$406 +4 +0.2%
BSW
782
Buckingham Strategic Wealth
Missouri
$239K -$3.14K -31 -1%
SGK
783
Steigerwald Gordon & Koch
Virginia
$239K – – –
CAMG
784
CWA Asset Management Group
Florida
$239K +$6.08K +60 +3%
BJL
785
Brighton Jones LLC
Washington
$239K +$7.2K +71 +3%
NICM
786
Neo Ivy Capital Management
New York
$239K +$242K +2,384 New
WDL
787
Well Done LLC
Michigan
$238K – – –
MMG
788
Monetary Management Group
Missouri
$237K – – –
FAN
789
Financial Advisors Network
California
$237K +$239K +2,358 New
PFO
790
Pathstone Family Office
New Jersey
$236K +$41.2K +406 +21%
BAS
791
Brown Advisory Securities
Maryland
$235K – – –
ECM
792
Exchange Capital Management
Michigan
$235K – – –
AA
793
Addison Advisors
Vermont
$234K +$40.6K +400 +21%
GIA
794
Gladstone Institutional Advisory
Florida
$232K -$53.6K -529 -19%
AWM
795
Axxcess Wealth Management
California
$232K +$234K +2,306 New
ISL
796
Ingalls & Snyder LLC
New York
$231K – – –
OPCM
797
Osborne Partners Capital Management
California
$229K -$710 -7 -0.3%
PCTC
798
Perkins Coie Trust Company
Washington
$227K – – –
CWP
799
CFM Wealth Partners
Texas
$226K – – –
FWM
800
Fairhaven Wealth Management
Illinois
$225K -$50.4K -497 -18%