WEC icon

WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
776
CRA Financial Services
New Jersey
$239K – – –
DLCIG
777
D.L. Carlson Investment Group
New Hampshire
$236K – – –
LIM
778
Longfellow Investment Management
Massachusetts
$236K +$1.71K +21 +0.7%
UF
779
Univest Financial
Pennsylvania
$234K +$20.7K +255 +9%
SP
780
Successful Portfolios
Florida
$234K -$30.1K -371 -11%
BOS
781
Bank of Stockton
California
$234K – – –
SC
782
Syon Capital
California
$232K +$1.95K +24 +0.8%
SCTC
783
Sanibel Captiva Trust Company
Florida
$232K -$85.4K -1,051 -26%
HB
784
HTLF Bank
Colorado
$231K +$2.92K +36 +1%
NCFG
785
New Century Financial Group
New Jersey
$231K +$239K +2,948 New
IAIM
786
International Assets Investment Management
Florida
$231K -$13.1K -161 -5%
CFGSD
787
Compass Financial Group (South Dakota)
South Dakota
$231K – – –
IP
788
Isthmus Partners
Wisconsin
$230K – – –
FBT
789
First Bankers Trust
Kentucky
$229K +$487 +6 +0.2%
GT
790
Glenview Trust
Kentucky
$229K -$53.3K -656 -18%
LWM
791
Lodestone Wealth Management
Washington
$227K – – –
RWP
792
RWA Wealth Partners
Massachusetts
$226K -$34.4K -424 -13%
IPWA
793
International Private Wealth Advisors
California
$223K +$13.4K +165 +6%
BFW
794
Brady Family Wealth
Missouri
$223K -$69.5K -856 -23%
SF
795
Synovus Financial
Georgia
$223K +$231K +2,845 New
BSW
796
Buckingham Strategic Wealth
Missouri
$223K -$5.69K -70 -2%
FMTC
797
Farmers & Merchants Trust Company
California
$222K -$2.55M -31,417 -92%
MIM
798
MTM Investment Management
South Carolina
$222K – – –
PPWP
799
Premier Path Wealth Partners
New Jersey
$222K +$229K +2,825 New
CCM
800
Coldstream Capital Management
Washington
$220K -$11.1K -137 -5%
30 31
32
33 34