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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
801
Triton Wealth Management
Arizona
$214K +$102 +1 +0%
SW
802
StrongBox Wealth
Missouri
$213K – – –
SGK
803
Steigerwald Gordon & Koch
Virginia
$212K – – –
AFS
804
Axiom Financial Strategies
Indiana
$211K -$23.7K -232 -9%
WDL
805
Well Done LLC
Michigan
$211K – – –
MMG
806
Monetary Management Group
Missouri
$210K – – –
AA
807
Addison Advisors
Vermont
$208K – – –
ECM
808
Exchange Capital Management
Michigan
$207K -$2.55K -25 -1%
GIA
809
Gladstone Institutional Advisory
Florida
$207K +$613 +6 +0.3%
OPCM
810
Osborne Partners Capital Management
California
$204K – – –
PSP
811
Principal Street Partners
Tennessee
$204K +$233K +2,285 New
MC
812
Machina Capital
France
$203K +$232K +2,274 New
PCTC
813
Perkins Coie Trust Company
Washington
$202K – – –
VWMG
814
Virginia Wealth Management Group
Virginia
$202K +$15.8K +155 +7%
ISL
815
Ingalls & Snyder LLC
New York
$201K -$5.21K -51 -2%
CWP
816
CFM Wealth Partners
Texas
$201K – – –
CWA
817
Centennial Wealth Advisory
Michigan
$201K +$229K +2,244 New
FWM
818
Fairhaven Wealth Management
Illinois
$200K – – –
TFGT
819
TS Financial Group (TSFG)
Illinois
$199K – – –
TSWM
820
Tyler-Stone Wealth Management
Ohio
$193K – – –
DA
821
Denali Advisors
California
$188K +$215K +2,100 New
SIM
822
Sentry Investment Management
Wisconsin
$185K – – –
IWP
823
IAG Wealth Partners
Wisconsin
$182K – – –
FWM
824
Focused Wealth Management
New York
$174K +$1.43K +14 +0.7%
NIM
825
NuWave Investment Management
New Jersey
$159K +$182K +1,782 New