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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
APW
851
Atlantic Private Wealth
North Carolina
$84.5K +$82.6K +892 New
BCFD
852
Boit C.F. David
$83.9K – – –
MHR
853
Matthew Hamilton Rosenberg
$83.7K – – –
SCA
854
Stonebridge Capital Advisors
Minnesota
$83K -$17K -184 -17%
CSWM
855
Cassady Schiller Wealth Management
Ohio
$77.8K -$6.76K -73 -8%
MG
856
MilWealth Group
Wisconsin
$77.7K -$15.2K -164 -17%
TSW
857
Thompson Siegel & Walmsley
Virginia
$76K – – –
MFG
858
Mendota Financial Group
Wisconsin
$74.6K -$1.48K -16 -2%
PWMG
859
Prestige Wealth Management Group
New Jersey
$74K -$2.04K -22 -3%
AT
860
Avalon Trust
New Mexico
$73.1K +$71.4K +771 New
IBOK
861
Independence Bank of Kentucky
Kentucky
$71.7K – – –
TCOV
862
Trust Company of Vermont
Vermont
$69.1K +$27.7K +299 +70%
RFA
863
Register Financial Advisors
Georgia
$68.2K +$66.7K +720 New
CT
864
Colonial Trust
South Carolina
$67.6K – – –
EWA
865
EverSource Wealth Advisors
Alabama
$65.2K +$6.76K +73 +12%
FHA
866
First Horizon Advisors
Tennessee
$64.6K -$3.33K -36 -5%
OA
867
Operose Advisors
Wisconsin
$64.6K – – –
MSFP
868
Mark Sheptoff Financial Planning
Connecticut
$61.6K – – –
BSB
869
Bangor Savings Bank
Maine
$61.6K +$4.63K +50 +8%
SSG
870
Summit Securities Group
New York
$59K +$27.9K +301 +94%
SIS
871
Sound Income Strategies
Florida
$58.3K +$8.05K +87 +16%
HCM
872
Hollencrest Capital Management
California
$58K – – –
BC
873
Barrett & Company
Rhode Island
$56.9K – – –
TLA
874
Tanglewood Legacy Advisors
Texas
$56.9K – – –
GWS
875
Glassman Wealth Services
Virginia
$56.3K +$6.02K +65 +12%