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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
UPC
776
Utah Peaks Capital
Utah
$246K +$242K +2,622 New
JMF
777
Johnson Midwest Financial
Iowa
$245K – – –
Pathstone Family Office
778
Pathstone Family Office
New Jersey
$244K +$405K +4,379 +133%
Independent Financial Group
779
Independent Financial Group
California
$244K +$241K +2,604 New
BS
780
Boenning & Scattergood
Pennsylvania
$244K – – –
Brighton Jones LLC
781
Brighton Jones LLC
Washington
$244K -$4.99K -54 -2%
PWP
782
Phillips Wealth Planners
Mississippi
$242K +$240K +2,597 New
YWP
783
YorkBridge Wealth Partners
New York
$240K -$4.44K -48 -2%
WKWM
784
Walter & Keenan Wealth Management
Indiana
$240K +$277 +3 +0.1%
WPC
785
Waters Parkerson & Co
Louisiana
$239K – – –
NPF
786
Norris Perne & French
Michigan
$238K -$12K -130 -5%
IP
787
Isthmus Partners
Wisconsin
$237K – – –
WPW
788
Warther Private Wealth
Ohio
$236K – – –
SWM
789
SeaCrest Wealth Management
New York
$235K -$7.67K -83 -3%
Fulton Bank
790
Fulton Bank
Pennsylvania
$235K -$19.1K -207 -8%
GIA
791
Gladstone Institutional Advisory
Florida
$234K +$17.2K +186 +8%
FMTCOCP
792
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$234K -$12K -130 -5%
PCWA
793
Pacific Capital Wealth Advisors
California
$233K -$3.79K -41 -2%
Busey Bank
794
Busey Bank
Illinois
$233K +$4.53K +49 +2%
IWM
795
Integris Wealth Management
California
$232K +$229K +2,477 New
LC
796
LCNB Corp
Ohio
$232K +$7.21K +78 +3%
EWM
797
Executive Wealth Management
Michigan
$231K +$207K +2,241 +1,023%
Carnegie Investment Counsel
798
Carnegie Investment Counsel
Ohio
$228K – – –
Lido Advisors
799
Lido Advisors
California
$228K +$3.23K +35 +1%
TF
800
Tompkins Financial
New York
$224K -$30.4K -329 -12%