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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SGK
926
Steigerwald Gordon & Koch
Virginia
$204K – – –
HIMS
927
Hager Investment Management Services
New Hampshire
$204K +$210K +2,170 New
CIAS
928
CFS Investment Advisory Services
New Jersey
$204K +$211K +2,174 New
EFS
929
Essex Financial Services
Connecticut
$202K +$208K +2,145 New
KL
930
KilterHowling LLC
Colorado
$202K +$191K +1,968 New
TWP
931
Tower Wealth Partners
Pennsylvania
$201K +$2.81K +29 +1%
CCA
932
Cottonwood Capital Advisors
Utah
$201K +$207K +2,136 New
LI
933
LifeWealth Investments
Florida
$200K +$206K +2,128 New
PCWA
934
Pacific Capital Wealth Advisors
California
$199K – – –
CI Investments Inc
935
CI Investments Inc
Ontario, Canada
$198K +$12.4K +128 +6%
QCG
936
Quadrant Capital Group
Ohio
$194K -$873 -9 -0.4%
AWM
937
Avior Wealth Management
Nebraska
$191K +$1.36K +14 +0.7%
SAM
938
Smartleaf Asset Management
Massachusetts
$190K +$34.1K +352 +21%
TF
939
Tompkins Financial
New York
$188K -$3.3K -34 -2%
AA
940
Addison Advisors
Vermont
$183K – – –
VEA
941
Virtus ETF Advisers
New York
$176K -$18.8K -194 -9%
CSP
942
Cary Street Partners
Virginia
$170K +$175K +1,808 New
FCAS
943
First Command Advisory Services
Texas
$169K -$19.2K -198 -10%
RI
944
Ridgewood Investments
New Jersey
$162K -$48.5K -500 -22%
CIA
945
Cape Investment Advisory
Georgia
$161K +$2.13K +22 +1%
ACM
946
Aster Capital Management
United Arab Emirates
$160K +$121K +1,247 +275%
RFS
947
Richardson Financial Services
Massachusetts
$158K -$6.79K -70 -4%
CWM
948
CarsonAllaria Wealth Management
Illinois
$155K +$38K +392 +31%
WT
949
Washington Trust
Rhode Island
$154K +$90.3K +931 +132%
DJSG
950
D.J. St. Germain
Massachusetts
$150K +$52.4K +540 +51%