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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
IP
776
Isthmus Partners
Wisconsin
$282K – – –
ZIM
777
Zacks Investment Management
Illinois
$281K -$47K -530 -15%
MA
778
MJP Associates
Connecticut
$281K -$12.3K -139 -5%
RWP
779
RWA Wealth Partners
Massachusetts
$280K +$2.39K +27 +0.9%
LWM
780
Lodestone Wealth Management
Washington
$278K – – –
DWT
781
Dorsey & Whitney Trust
South Dakota
$277K +$255K +2,883 New
HB
782
HTLF Bank
Colorado
$277K -$6.47K -73 -2%
LWM
783
Liberty Wealth Management
California
$276K +$18.5K +209 +8%
FMLI
784
Fukoku Mutual Life Insurance
Japan
$276K +$254K +2,866 New
PMG
785
ProVise Management Group
Florida
$274K +$253K +2,852 New
PPWP
786
Premier Path Wealth Partners
New Jersey
$274K +$2.3K +26 +0.9%
JCM
787
Jacobi Capital Management
Pennsylvania
$274K +$252K +2,848 New
FMTC
788
Farmers & Merchants Trust Company
California
$273K – – –
BFW
789
Brady Family Wealth
Missouri
$271K -$2.66K -30 -1%
CFM
790
Catalyst Funds Management
Australia
$269K +$248K +2,800 New
HWMG
791
Hurlow Wealth Management Group
Indiana
$268K – – –
ATC
792
Argent Trust Co
Tennessee
$268K +$247K +2,788 New
CISOA
793
Capital Investment Services of America
Wisconsin
$268K – – –
MIM
794
MTM Investment Management
South Carolina
$267K -$2.66K -30 -1%
MPWS
795
McCarter Private Wealth Services
Massachusetts
$267K +$246K +2,777 New
LA
796
Lifeworks Advisors
Michigan
$267K +$13.7K +155 +6%
PWP
797
Principle Wealth Partners
Connecticut
$266K – – –
DB
798
Danske Bank
Denmark
$265K -$1.33K -15 -0.5%
CCA
799
Checchi Capital Advisers
California
$265K -$89 -1 -0%
ACM
800
AlphaStar Capital Management
North Carolina
$265K +$244K +2,756 New