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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
776
Certior Financial Group
Pennsylvania
$484K +$15.1K +134 +3%
RSWM
777
Robertson Stephens Wealth Management
California
$483K +$2.13K +19 +0.5%
KFGK
778
Keystone Financial Group (Kentucky)
Kentucky
$481K +$183K +1,627 +64%
AWM
779
Aprio Wealth Management
Georgia
$476K +$77K +685 +20%
HFM
780
Harvest Fund Management
China
$475K -$1.14M -10,191 -71%
MWM
781
Mission Wealth Management
California
$473K -$57.6K -513 -11%
KA
782
Kovack Advisors
Florida
$473K -$1.24K -11 -0.3%
DSC
783
Duncker Streett & Co
Missouri
$470K +$44.9K +400 +11%
ECM
784
Everence Capital Management
Indiana
$469K
MSWM
785
Master's Wealth Management
Pennsylvania
$468K +$138K +1,232 +44%
MLL
786
Moody Lynn & Lieberson
Massachusetts
$466K -$2.58K -23 -0.6%
CAM
787
Carret Asset Management
New York
$463K
Vontobel Holding
788
Vontobel Holding
Switzerland
$461K
IPWA
789
International Private Wealth Advisors
California
$460K +$12.2K +109 +3%
V
790
VeraBank
Texas
$459K -$179K -1,590 -29%
BC
791
Bruce & Co
Illinois
$457K
ZF
792
Zhang Financial
Michigan
$455K -$7.3K -65 -2%
TFO
793
Tarbox Family Office
California
$454K -$38.3K -341 -8%
IP
794
Indivisible Partners
Florida
$450K +$38.4K +342 +10%
WFI
795
West Family Investments
California
$446K +$1.01K +9 +0.2%
ST
796
Smithfield Trust
Pennsylvania
$445K +$5.62K +50 +1%
BOPW
797
Brandywine Oak Private Wealth
Pennsylvania
$443K +$3.71K +33 +0.9%
AP
798
Appleton Partners
Massachusetts
$441K
SPW
799
Signet Private Wealth
Illinois
$439K
MCM
800
McDonough Capital Management
Florida
$439K