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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
ICP
851
Interchange Capital Partners
Pennsylvania
$44K +$47.2K +485 New
PI
852
PineBridge Investments
New York
$43K -$37.5K -385 -45%
FRA
853
Front Row Advisors
California
$42K – – –
SWA
854
SOA Wealth Advisors
New York
$41K +$46.7K +480 New
EIM
855
Essex Investment Management
Massachusetts
$40K – – –
VCG
856
Vantage Consulting Group
Virginia
$40K +$42K +432 New
PO
857
Private Ocean
California
$39K – – –
CI
858
CX Institutional
Indiana
$38K +$2.53K +26 +7%
SMG
859
Spectrum Management Group
Indiana
$37K -$7.88K -81 -17%
AF
860
Arrow Financial
New York
$37K -$3.7K -38 -9%
FHA
861
First Horizon Advisors
Tennessee
$36K – – –
SNT
862
Security National Trust
West Virginia
$35K – – –
FHC
863
First Horizon Corporation
Tennessee
$35K +$14.8K +152 +66%
RPWA
864
Regent Peak Wealth Advisors
Georgia
$33K +$34.5K +355 New
WB
865
Webster Bank
Connecticut
$31K -$2.92K -30 -8%
TC
866
Trust Company
Kansas
$31K – – –
VCM
867
Versant Capital Management
Arizona
$31K – – –
GWS
868
Glassman Wealth Services
Virginia
$31K +$1.26K +13 +4%
PFSC
869
Peoples Financial Services Corp
Pennsylvania
$30K – – –
FPFS
870
First Personal Financial Services
North Carolina
$29K -$67.1K -690 -68%
TWP
871
TFO Wealth Partners
Ohio
$29K – – –
VNA
872
Valley National Advisers
Pennsylvania
$29K – – –
HFA
873
Hoover Financial Advisors
Pennsylvania
$29K +$32.2K +331 New
CL
874
COWA LLC
Oklahoma
$29K +$32.5K +334 New
MWP
875
Meridian Wealth Partners
Pennsylvania
$28K – – –