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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
776
Bryn Mawr Capital Management
Pennsylvania
$318K -$3.1K -32 -0.9%
CreativeOne Wealth
777
CreativeOne Wealth
Kansas
$315K +$325K +3,352 New
MP
778
Moment Partners
California
$314K +$324K +3,338 New
MCM
779
Monument Capital Management
Virginia
$314K +$291 +3 +0.1%
SAM
780
Summit Asset Management
Tennessee
$314K – – –
GIA
781
Gladstone Institutional Advisory
Florida
$312K -$388 -4 -0.1%
CFA
782
CWS Financial Advisors
Michigan
$310K +$118K +1,212 +58%
1SB
783
1ST Source Bank
Indiana
$309K +$5.53K +57 +2%
Livforsakringsbolaget Skandia
784
Livforsakringsbolaget Skandia
Sweden
$307K – – –
SIAM
785
Sterling Investment Advisors (Missouri)
Missouri
$307K – – –
Perigon Wealth Management
786
Perigon Wealth Management
California
$306K +$15.6K +161 +5%
PPWP
787
Premier Path Wealth Partners
New Jersey
$304K +$37.4K +386 +14%
CI
788
Cigna Investments
Connecticut
$304K – – –
P
789
Pitcairn
Pennsylvania
$304K -$5.14K -53 -2%
AO
790
Advisor OS
Illinois
$303K +$10.7K +110 +4%
JCM
791
Jacobi Capital Management
Pennsylvania
$299K +$32.4K +334 +12%
KFGK
792
Keystone Financial Group (Kentucky)
Kentucky
$298K +$97 +1 +0%
Arax Advisory Partners
793
Arax Advisory Partners
Colorado
$296K +$251K +2,587 +461%
CWS
794
Cypress Wealth Services
California
$293K +$2.42K +25 +0.8%
GFP
795
Gryphon Financial Partners
Ohio
$292K +$2.33K +24 +0.8%
PP
796
Prudential plc
United Kingdom
$291K -$225K -2,317 -43%
ONSWM
797
Old North State Wealth Management
North Carolina
$289K +$34.5K +356 +13%
BPW
798
Bingham Private Wealth
California
$289K +$298K +3,075 New
CBT
799
Crews Bank & Trust
Florida
$289K +$298K +3,070 New
CFS
800
CRA Financial Services
New Jersey
$287K +$97 +1 +0%