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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GFA
1051
Gladwyn Financial Advisors
Virginia
$223K – – –
OFS
1052
OMC Financial Services
New York
$223K – – –
DOA
1053
D'Orazio & Associates
Virginia
$222K +$215K +1,914 New
ODE
1054
O'Domhnaill Enterprises
Wyoming
$221K +$215K +1,912 New
PCWA
1055
Pacific Capital Wealth Advisors
California
$221K – – –
BRM
1056
Boston Research & Management
Massachusetts
$220K – – –
Larson Financial Group
1057
Larson Financial Group
Missouri
$220K +$22.9K +204 +12%
First Command Advisory Services
1058
First Command Advisory Services
Texas
$220K +$2.7K +24 +1%
TWM
1059
Tradition Wealth Management
Minnesota
$219K +$212K +1,889 New
SL
1060
Summitry LLC
California
$219K +$212K +1,889 New
IG
1061
IFS Group
Pennsylvania
$218K +$211K +1,879 New
OL
1062
Optas LLC
Texas
$217K -$7.53K -67 -3%
GPW
1063
Genesis Private Wealth
Virginia
$217K +$210K +1,871 New
SWM
1064
Sandro Wealth Management
New Jersey
$216K +$210K +1,868 New
SW
1065
SVB Wealth
Massachusetts
$215K -$23.7K -211 -10%
CAM
1066
Clark Asset Management
New Hampshire
$214K +$208K +1,848 New
FB
1067
Finward Bancorp
Indiana
$213K +$207K +1,843 New
Pinnacle Associates
1068
Pinnacle Associates
New York
$213K +$207K +1,839 New
LCM
1069
Lazari Capital Management
California
$211K +$205K +1,822 New
BFA
1070
Bill Few Associates
Pennsylvania
$211K +$204K +1,819 New
CBT
1071
Crews Bank & Trust
Florida
$210K – – –
IIM
1072
Ipswich Investment Management
Massachusetts
$210K +$204K +1,812 New
EFSCE
1073
Enterprise Financial Services Corp (EFSC)
Missouri
$210K +$203K +1,811 New
FHA
1074
Flagship Harbor Advisors
Massachusetts
$209K – – –
NCM
1075
Next Capital Management
New York
$209K +$203K +1,806 New