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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
NPF
876
Norris Perne & French
Michigan
$239K – – –
LWM
877
Liberty Wealth Management
California
$239K -$31.8K -328 -11%
CIS
878
Custom Index Systems
New York
$238K +$245K +2,529 New
IIM
879
Ipswich Investment Management
Massachusetts
$236K – – –
APA
880
Astoria Portfolio Advisors
New York
$236K +$34.4K +355 +17%
SCA
881
Stonebridge Capital Advisors
Minnesota
$235K +$242K +2,501 New
JGUA
882
John G. Ullman & Associates
New York
$234K -$9.7K -100 -4%
LCM
883
Liberty Capital Management
Michigan
$234K – – –
DSC
884
Duncker Streett & Co
Missouri
$233K – – –
RBFC
885
Roman Butler Fullerton & Co
Missouri
$233K – – –
IWM
886
Integris Wealth Management
California
$233K – – –
MWM
887
MBE Wealth Management
Wisconsin
$231K +$19.9K +205 +9%
MPPLM
888
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$231K – – –
LCWP
889
Legacy Capital Wealth Partners
Arkansas
$229K -$248K -2,557 -51%
IC
890
IEQ Capital
California
$228K -$798K -8,231 -77%
TIA
891
Tandem Investment Advisors
South Carolina
$226K +$3.49K +36 +2%
PCI
892
Planning Center Inc
Illinois
$224K -$2.81K -29 -1%
HP
893
Hilltop Partners
Indiana
$224K – – –
FHA
894
Flagship Harbor Advisors
Massachusetts
$223K -$7.95K -82 -3%
MMG
895
Monetary Management Group
Missouri
$221K – – –
KWA
896
Kingswood Wealth Advisors
California
$221K -$559K -5,768 -71%
BAM
897
Blueshift Asset Management
New Jersey
$218K +$225K +2,323 New
SLG
898
Stanley-Laman Group
Pennsylvania
$218K -$4.27K -44 -2%
MPWT
899
MassMutual Private Wealth & Trust
Connecticut
$217K +$5.53K +57 +3%
RFN
900
RDA Financial Network
Iowa
$217K +$2.13K +22 +1%