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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Avidian Wealth Enterprises
1001
Avidian Wealth Enterprises
Texas
$253K +$24.9K +222 +11%
WP
1002
WealthShield Partners
North Carolina
$252K – – –
LAM
1003
Longboard Asset Management
Arizona
$252K – – –
HIMS
1004
Hager Investment Management Services
New Hampshire
$251K – – –
IWA
1005
Inspirion Wealth Advisors
Illinois
$251K +$337 +3 +0.1%
Tocqueville Asset Management
1006
Tocqueville Asset Management
New York
$249K -$6.63K -59 -3%
WCM
1007
Weaver Capital Management
Georgia
$249K -$35.4K -315 -13%
SIS
1008
Sound Income Strategies
Florida
$249K -$8.43K -75 -3%
Crestwood Advisors Group
1009
Crestwood Advisors Group
Massachusetts
$247K +$21.9K +195 +10%
HCP
1010
Hexagon Capital Partners
Arkansas
$247K +$240K +2,136 New
MSWM
1011
Mowery & Schoenfeld Wealth Management
Illinois
$247K -$10.1K -90 -4%
CWM
1012
Connecticut Wealth Management
Connecticut
$247K +$2.81K +25 +1%
ET
1013
Equitable Trust
Tennessee
$247K +$7.98K +71 +3%
LOWM
1014
Laurel Oak Wealth Management
New Jersey
$247K +$240K +2,132 New
IP
1015
Isthmus Partners
Wisconsin
$246K -$14.7K -131 -6%
RFN
1016
RDA Financial Network
Iowa
$246K -$8.54K -76 -3%
BSTWA
1017
Blake Schutter Theil Wealth Advisors
Ohio
$246K -$2.13K -19 -0.9%
IWN
1018
Independent Wealth Network
Iowa
$244K -$66K -587 -22%
HR
1019
Howe & Rusling
New York
$244K -$6.07K -54 -2%
AIA
1020
AssuredPartners Investment Advisors
Florida
$243K -$134K -1,196 -36%
ESB
1021
Essex Savings Bank
Connecticut
$242K -$112 -1 -0%
GWM
1022
Greenwich Wealth Management
Connecticut
$242K – – –
NRS
1023
Neville Rodie & Shaw
New York
$241K – – –
KOMWMG
1024
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$240K -$4.94K -44 -2%
Kingswood Wealth Advisors
1025
Kingswood Wealth Advisors
California
$239K +$232K +2,068 New