We are live on ! Find out more
WEC icon

WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
901
MBE Wealth Management
Wisconsin
$323K – – –
LWM
902
Lodestone Wealth Management
Washington
$323K – – –
QCG
903
Quadrant Capital Group
Ohio
$322K -$3.15K -28 -1%
DLCIG
904
D.L. Carlson Investment Group
New Hampshire
$321K – – –
AIM
905
Alhambra Investment Management
Florida
$320K – – –
KBFS
906
Kohmann Bosshard Financial Services
Ohio
$318K – – –
SP
907
Successful Portfolios
Florida
$316K – – –
GCP
908
Guardian Capital (Pennsylvania)
Pennsylvania
$313K -$160K -1,420 -34%
EFS
909
Essex Financial Services
Connecticut
$313K -$3.71K -33 -1%
PHS
910
Pekin Hardy Strauss
Illinois
$313K +$303K +2,701 New
PFBT
911
Parkside Financial Bank & Trust
Missouri
$313K +$1.01K +9 +0.3%
CIAS
912
CFS Investment Advisory Services
New Jersey
$312K +$9.1K +81 +3%
LOPW
913
Live Oak Private Wealth
North Carolina
$312K – – –
LWM
914
Liberty Wealth Management
California
$311K +$34K +303 +13%
CAAS
915
Capital Asset Advisory Services
Michigan
$311K -$13.8K -123 -4%
C
916
Certuity
Florida
$311K +$302K +2,684 New
TCWA
917
Turtle Creek Wealth Advisors
Texas
$310K +$76.1K +677 +34%
MG
918
Mather Group
Illinois
$309K +$4.04K +36 +1%
WAP
919
Wealthcare Advisory Partners
Pennsylvania
$308K -$562 -5 -0.2%
HIMC
920
Heritage Investors Management Corp
Maryland
$308K +$299K +2,660 New
IIC
921
Ironwood Investment Counsel
Arizona
$307K – – –
GPWM
922
Grant Private Wealth Management
California
$306K +$297K +2,644 New
AUB
923
Atlantic Union Bankshares
Virginia
$306K +$36.4K +324 +14%
CCMG
924
Connecticut Capital Management Group
Connecticut
$305K -$225 -2 -0.1%
B
925
Bailard
California
$305K +$225 +2 +0.1%
35 36
37
38 39