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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
DAC
901
Dividend Assets Capital
South Carolina
$325K +$98.2K +874 +45%
71 West Capital Partners
902
71 West Capital Partners
Massachusetts
$325K -$3.93K -35 -1%
MWM
903
MBE Wealth Management
Wisconsin
$323K – – –
LWM
904
Lodestone Wealth Management
Washington
$323K – – –
Quadrant Capital Group
905
Quadrant Capital Group
Ohio
$322K -$3.15K -28 -1%
DLCIG
906
D.L. Carlson Investment Group
New Hampshire
$321K – – –
AIM
907
Alhambra Investment Management
Florida
$320K – – –
KBFS
908
Kohmann Bosshard Financial Services
Ohio
$318K – – –
SP
909
Successful Portfolios
Florida
$316K – – –
GCP
910
Guardian Capital (Pennsylvania)
Pennsylvania
$313K -$160K -1,420 -34%
EFS
911
Essex Financial Services
Connecticut
$313K -$3.71K -33 -1%
PHS
912
Pekin Hardy Strauss
Illinois
$313K +$303K +2,701 New
PFBT
913
Parkside Financial Bank & Trust
Missouri
$313K +$1.01K +9 +0.3%
CIAS
914
CFS Investment Advisory Services
New Jersey
$312K +$9.1K +81 +3%
LOPW
915
Live Oak Private Wealth
North Carolina
$312K – – –
LWM
916
Liberty Wealth Management
California
$311K +$34K +303 +13%
CAAS
917
Capital Asset Advisory Services
Michigan
$311K -$13.8K -123 -4%
C
918
Certuity
Florida
$311K +$302K +2,684 New
TCWA
919
Turtle Creek Wealth Advisors
Texas
$310K +$76.1K +677 +34%
Mather Group
920
Mather Group
Illinois
$309K +$4.04K +36 +1%
WAP
921
Wealthcare Advisory Partners
Pennsylvania
$308K -$562 -5 -0.2%
Heritage Investors Management Corp
922
Heritage Investors Management Corp
Maryland
$308K +$299K +2,660 New
IIC
923
Ironwood Investment Counsel
Arizona
$307K – – –
GPWM
924
Grant Private Wealth Management
California
$306K +$297K +2,644 New
Atlantic Union Bankshares
925
Atlantic Union Bankshares
Virginia
$306K +$36.4K +324 +14%