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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
901
Summit Asset Management
Tennessee
$331K
DAC
902
Dividend Assets Capital
South Carolina
$328K
OIS
903
OneAscent Investment Solutions
Alabama
$328K +$31.1K +273 +11%
LOWM
904
Laurel Oak Wealth Management
New Jersey
$328K +$77.1K +676 +32%
ECM
905
Evergreen Capital Management
Washington
$327K +$43.4K +380 +16%
SL
906
Sentinus LLC
Illinois
$326K +$319K +2,795 New
MWM
907
MBE Wealth Management
Wisconsin
$326K
LWM
908
Lodestone Wealth Management
Washington
$325K
DCA
909
DSG Capital Advisors
Minnesota
$325K
ECA
910
Elevated Capital Advisors
Utah
$324K -$361K -3,167 -53%
AIM
911
Alhambra Investment Management
Florida
$323K
CA
912
Continuum Advisory
Idaho
$323K +$41K +359 +15%
GAM
913
Guinness Asset Management
United Kingdom
$323K +$120K +1,051 +61%
MPWS
914
McCarter Private Wealth Services
Massachusetts
$323K -$55.7K -488 -15%
EW
915
Expressive Wealth
Illinois
$322K +$10.6K +93 +3%
CIAS
916
CFS Investment Advisory Services
New Jersey
$322K +$1.37K +12 +0.4%
ZIM
917
Zacks Investment Management
Illinois
$321K -$107K -934 -25%
Fisher Asset Management
918
Fisher Asset Management
Washington
$321K -$73.9K -648 -19%
PIA
919
Perennial Investment Advisors
California
$321K +$22.6K +198 +8%
WWM
920
Western Wealth Management
Colorado
$321K -$29.4K -258 -9%
KBFS
921
Kohmann Bosshard Financial Services
Ohio
$321K
WETS
922
Wealth Enhancement Trust Services
South Dakota
$318K -$20.4K -179 -6%
CC
923
Centiva Capital
New York
$317K -$483K -4,230 -61%
PHS
924
Pekin Hardy Strauss
Illinois
$315K
CAAS
925
Capital Asset Advisory Services
Michigan
$315K -$685 -6 -0.2%