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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1001
CGC Financial Services
Oregon
$9.41K – – –
KB
1002
Kimelman & Baird
New York
$9.1K +$9.42K +116 New
DFA
1003
DHJJ Financial Advisors
Illinois
$8.79K – – –
WAG
1004
Wiser Advisor Group
Arizona
$8.71K – – –
SN
1005
Sittner & Nelson
Oregon
$8.36K – – –
KFI
1006
Key Financial Inc
Pennsylvania
$8.32K – – –
BFP
1007
Briaud Financial Planning
Texas
$8K – – –
FMP
1008
Financial Management Professionals
Texas
$8K +$81 +1 +1%
EBA
1009
Eagle Bay Advisors
New York
$7.88K – – –
CSC
1010
Caldwell Sutter Capital
California
$7.85K – – –
HWM
1011
HighMark Wealth Management
Minnesota
$7.85K – – –
NCM
1012
Northwest Capital Management
Oregon
$7.43K – – –
NMM
1013
Naples Money Management
Florida
$6.99K – – –
MG
1014
MilWealth Group
Wisconsin
$6.98K -$37.5K -462 -84%
MA
1015
MCF Advisors
Kentucky
$6.83K – – –
HGA
1016
Hobbs Group Advisors
South Carolina
$6.51K +$6.74K +83 New
SC
1017
Solstein Capital
California
$6.43K – – –
HIA
1018
Harbor Investment Advisory
Maryland
$6.43K +$3.49K +43 +110%
JWA
1019
JFS Wealth Advisors
Pennsylvania
$6.36K -$1.46K -18 -18%
FFO
1020
Fortitude Family Office
Arizona
$6.28K – – –
IRC
1021
Investors Research Corp
Georgia
$6.04K – – –
RWMG
1022
Redwood Wealth Management Group
New Jersey
$5.96K +$6.17K +76 New
CAS
1023
Coppell Advisory Solutions
Texas
$5.41K +$5.61K +69 New
RWM
1024
Ruedi Wealth Management
Illinois
$5.33K +$5.52K +68 New
LI
1025
LRI Investments
Florida
$5.26K -$894 -11 -14%