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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1001
Defined Wealth Management
Oregon
$218K +$206K +1,905 New
BRM
1002
Boston Research & Management
Massachusetts
$218K +$206K +1,902 New
CCA
1003
Childress Capital Advisors
Texas
$217K +$206K +1,898 New
BTWM
1004
Baker Tilly Wealth Management
Wisconsin
$216K +$204K +1,883 New
SIS
1005
Sound Income Strategies
Florida
$215K +$25.9K +239 +14%
CBTWT
1006
Community Bank & Trust (Waco, Texas)
Texas
$214K +$202K +1,868 New
BFW
1007
Brady Family Wealth
Missouri
$214K -$107K -983 -35%
SF
1008
Synovus Financial
Georgia
$214K +$202K +1,864 New
APA
1009
Astoria Portfolio Advisors
New York
$213K +$201K +1,858 New
FDDB
1010
Fidelity D&D Bancorp
Pennsylvania
$212K -$24.9K -230 -11%
FFIC
1011
First Fiduciary Investment Counsel
Ohio
$212K +$201K +1,850 New
FB
1012
Finward Bancorp
Indiana
$211K +$200K +1,843 New
TWM
1013
Tradition Wealth Management
Minnesota
$211K +$200K +1,842 New
CAM
1014
Clark Asset Management
New Hampshire
$211K +$199K +1,839 New
MFGM
1015
Marshall Financial Group (Maryland)
Maryland
$211K +$199K +1,837 New
LFG
1016
Larson Financial Group
Missouri
$210K +$73.7K +680 +59%
DE
1017
Diversified Enterprises
Delaware
$210K +$199K +1,833 New
EFSCE
1018
Enterprise Financial Services Corp (EFSC)
Missouri
$209K -$24K -221 -11%
IIM
1019
Ipswich Investment Management
Massachusetts
$208K +$196K +1,812 New
NCM
1020
Next Capital Management
New York
$207K +$196K +1,806 New
PHS
1021
Pekin Hardy Strauss
Illinois
$206K +$195K +1,801 New
BFA
1022
Bill Few Associates
Pennsylvania
$206K +$195K +1,800 New
CCWM
1023
Correct Capital Wealth Management
Missouri
$206K +$195K +1,800 New
CFS
1024
CRA Financial Services
New Jersey
$206K +$195K +1,798 New
CI
1025
CX Institutional
Indiana
$206K +$4.12K +38 +2%