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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
826
Edmond de Rothschild Holding
Switzerland
$117K – – –
LPIC
827
LeJeune Puetz Investment Counsel
Michigan
$112K – – –
BWM
828
BerganKDV Wealth Management
Minnesota
$112K +$91 +1 +0.1%
CCM
829
Covington Capital Management
California
$110K – – –
CCA
830
Column Capital Advisors
Indiana
$107K – – –
HCP
831
Hexagon Capital Partners
Arkansas
$103K – – –
IFS
832
Intelligent Financial Strategies
Minnesota
$103K +$96.8K +1,059 New
CI Investments Inc
833
CI Investments Inc
Ontario, Canada
$101K +$7.68K +84 +9%
WBC
834
West Branch Capital
Massachusetts
$100K – – –
HNWAG
835
High Net Worth Advisory Group
Florida
$100K +$94.6K +1,035 New
SCA
836
Snowden Capital Advisors
New York
$97K -$538K -5,883 -85%
TFM
837
TFC Financial Management
Massachusetts
$97K – – –
NFG
838
Next Financial Group
Texas
$96K +$4.66K +51 +5%
PB
839
Pinnacle Bancorp
Nebraska
$95K – – –
AWA
840
Amplius Wealth Advisors
Pennsylvania
$94K +$89.4K +978 New
TFS
841
TrustCore Financial Services
Tennessee
$89K – – –
CWC
842
Carolinas Wealth Consulting
North Carolina
$88K – – –
BAM
843
Barrett Asset Management
New York
$88K +$1.19K +13 +1%
DWP
844
Destiny Wealth Partners
Florida
$87K +$4.48K +49 +6%
SCA
845
Stonebridge Capital Advisors
Minnesota
$87K +$22.7K +248 +38%
FFWM
846
Future Financial Wealth Management
Ohio
$87K +$82.6K +904 New
BCFD
847
Boit C.F. David
$84K – – –
MCM
848
Manchester Capital Management
Vermont
$81K -$823 -9 -1%
PWMG
849
Prestige Wealth Management Group
New Jersey
$80K +$10.8K +118 +17%
TSW
850
Thompson Siegel & Walmsley
Virginia
$78K – – –