We are live on ! Find out more
WEC icon

WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
851
Valtinson Bruner Financial Planning
Minnesota
$380K +$371K +3,255 New
EPW
852
Evolve Private Wealth
California
$379K -$356K -3,122 -49%
OAM
853
Oxford Asset Management
United Kingdom
$378K +$369K +3,237 New
GFP
854
Gryphon Financial Partners
Ohio
$378K +$20.7K +181 +6%
CAG
855
Crestwood Advisors Group
Massachusetts
$377K +$124K +1,090 +51%
C
856
Certuity
Florida
$377K +$61.7K +541 +20%
MP
857
Moment Partners
California
$374K +$29.6K +259 +9%
1SB
858
1ST Source Bank
Indiana
$374K +$7.42K +65 +2%
IWS
859
Insight Wealth Strategies
California
$374K +$2.17K +19 +0.6%
FPAS
860
Focus Partners Advisor Solutions
Missouri
$374K +$365K +3,201 New
GM
861
GeoWealth Management
Illinois
$374K +$5.93K +52 +2%
WCFA
862
Walkner Condon Financial Advisors
Wisconsin
$372K +$14.7K +129 +4%
AUB
863
Atlantic Union Bankshares
Virginia
$370K +$60.2K +528 +20%
MYLI
864
Meiji Yasuda Life Insurance
Japan
$370K +$361K +3,167 New
IB
865
Intrust Bank
Kansas
$369K +$62.5K +548 +21%
APA
866
Astoria Portfolio Advisors
New York
$366K +$91.6K +803 +34%
CCA
867
Checchi Capital Advisers
California
$366K +$5.59K +49 +2%
CWS
868
Cypress Wealth Services
California
$365K -$2.74K -24 -0.8%
ATWA
869
Arbor Trust Wealth Advisors
Michigan
$364K – – –
AIA
870
AssuredPartners Investment Advisors
Florida
$364K +$118K +1,034 +50%
PFG
871
PAX Financial Group
Texas
$363K -$67K -587 -16%
RC
872
Rexford Capital
Texas
$360K – – –
EWA
873
ERTS Wealth Advisors
Michigan
$357K – – –
DC
874
Dahring Cusmano
Michigan
$357K +$2.97K +26 +0.9%
CSP
875
Cary Street Partners
Virginia
$353K -$5.25K -46 -1%
33 34
35
36 37