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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
901
SageView Advisory Group
California
$334K -$53.7K -471 -14%
SG
902
StoneX Group
New York
$333K +$324K +2,844 New
TFS
903
truNorth Financial Services
Pennsylvania
$332K – – –
SAM
904
Summit Asset Management
Tennessee
$331K – – –
DAC
905
Dividend Assets Capital
South Carolina
$328K – – –
OIS
906
OneAscent Investment Solutions
Alabama
$328K +$31.1K +273 +11%
LOWM
907
Laurel Oak Wealth Management
New Jersey
$328K +$77.1K +676 +32%
ECM
908
Evergreen Capital Management
Washington
$327K +$43.4K +380 +16%
SL
909
Sentinus LLC
Illinois
$326K +$319K +2,795 New
MWM
910
MBE Wealth Management
Wisconsin
$326K – – –
LWM
911
Lodestone Wealth Management
Washington
$325K – – –
DCA
912
DSG Capital Advisors
Minnesota
$325K – – –
ECA
913
Elevated Capital Advisors
Utah
$324K -$361K -3,167 -53%
AIM
914
Alhambra Investment Management
Florida
$323K – – –
CA
915
Continuum Advisory
Idaho
$323K +$41K +359 +15%
GAM
916
Guinness Asset Management
United Kingdom
$323K +$120K +1,051 +61%
MPWS
917
McCarter Private Wealth Services
Massachusetts
$323K -$55.7K -488 -15%
EW
918
Expressive Wealth
Illinois
$322K +$10.6K +93 +3%
CIAS
919
CFS Investment Advisory Services
New Jersey
$322K +$1.37K +12 +0.4%
ZIM
920
Zacks Investment Management
Illinois
$321K -$107K -934 -25%
Fisher Asset Management
921
Fisher Asset Management
Washington
$321K -$73.9K -648 -19%
PIA
922
Perennial Investment Advisors
California
$321K +$22.6K +198 +8%
WWM
923
Western Wealth Management
Colorado
$321K -$29.4K -258 -9%
KBFS
924
Kohmann Bosshard Financial Services
Ohio
$321K – – –
WETS
925
Wealth Enhancement Trust Services
South Dakota
$318K -$20.4K -179 -6%