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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FRA
776
Frank Rimerman Advisors
California
$415K +$75.3K +695 +24%
CIA
777
Caerus Investment Advisors
Texas
$414K +$392K +3,616 New
NP
778
Nilsine Partners
Colorado
$405K +$11.9K +110 +3%
O
779
Ossiam
France
$402K +$117K +1,076 +44%
SWTS
780
Stonehaven Wealth & Tax Solutions
Wisconsin
$401K +$325 +3 +0.1%
AWMM
781
Aegis Wealth Management (Maryland)
Maryland
$401K -$14.4K -133 -4%
BRWA
782
B. Riley Wealth Advisors
Florida
$401K +$31.2K +288 +9%
PPWP
783
Premier Path Wealth Partners
New Jersey
$400K +$2.6K +24 +0.7%
KWM
784
Kiker Wealth Management
Georgia
$398K -$37K -341 -9%
MWM
785
Maridea Wealth Management
New York
$397K +$366K +3,379 New
FMI
786
F/M Investments
District of Columbia
$397K
RMCM
787
Reynders McVeigh Capital Management
Massachusetts
$396K
GM
788
GeoWealth Management
Illinois
$395K +$252K +2,328 +208%
NF
789
Nvest Financial
New Hampshire
$392K +$371K +3,424 New
TSMHT
790
Thurston Springer Miller Herd & Titak
Indiana
$392K -$5.05M -46,602 -93%
CSP
791
Cary Street Partners
Virginia
$391K +$64.1K +591 +21%
CAMG
792
CWA Asset Management Group
Florida
$389K +$26.3K +243 +8%
SFS
793
Sowell Financial Services
Arkansas
$389K +$64.1K +591 +21%
SAM
794
Strategy Asset Managers
California
$388K +$4.88K +45 +1%
IFG
795
Independent Financial Group
California
$387K +$18.5K +171 +5%
BS
796
Banco Santander
Spain
$384K +$364K +3,354 New
PWP
797
Phillips Wealth Planners
Mississippi
$384K -$61.6K -568 -15%
RSWM
798
Robertson Stephens Wealth Management
California
$378K -$225K -2,075 -39%
BIG
799
Brooklyn Investment Group
New York
$377K -$1.63K -15 -0.4%
PNC
800
Park National Corp
Ohio
$377K -$69.6K -642 -16%