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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
ODE
1051
O'Domhnaill Enterprises
Wyoming
$221K +$215K +1,912 New
PCWA
1052
Pacific Capital Wealth Advisors
California
$221K – – –
BRM
1053
Boston Research & Management
Massachusetts
$220K – – –
LFG
1054
Larson Financial Group
Missouri
$220K +$22.9K +204 +12%
FCAS
1055
First Command Advisory Services
Texas
$220K +$2.7K +24 +1%
TWM
1056
Tradition Wealth Management
Minnesota
$219K +$212K +1,889 New
SL
1057
Summitry LLC
California
$219K +$212K +1,889 New
IG
1058
IFS Group
Pennsylvania
$218K +$211K +1,879 New
OL
1059
Optas LLC
Texas
$217K -$7.53K -67 -3%
GPW
1060
Genesis Private Wealth
Virginia
$217K +$210K +1,871 New
SWM
1061
Sandro Wealth Management
New Jersey
$216K +$210K +1,868 New
SW
1062
SVB Wealth
Massachusetts
$215K -$23.7K -211 -10%
CAM
1063
Clark Asset Management
New Hampshire
$214K +$208K +1,848 New
FB
1064
Finward Bancorp
Indiana
$213K +$207K +1,843 New
PA
1065
Pinnacle Associates
New York
$213K +$207K +1,839 New
LCM
1066
Lazari Capital Management
California
$211K +$205K +1,822 New
BFA
1067
Bill Few Associates
Pennsylvania
$211K +$204K +1,819 New
CBT
1068
Crews Bank & Trust
Florida
$210K – – –
IIM
1069
Ipswich Investment Management
Massachusetts
$210K +$204K +1,812 New
EFSCE
1070
Enterprise Financial Services Corp (EFSC)
Missouri
$210K +$203K +1,811 New
FHA
1071
Flagship Harbor Advisors
Massachusetts
$209K – – –
NCM
1072
Next Capital Management
New York
$209K +$203K +1,806 New
BFW
1073
Brady Family Wealth
Missouri
$209K +$203K +1,804 New
EWM
1074
Endowment Wealth Management
Wisconsin
$209K +$202K +1,802 New
BFO
1075
Biltmore Family Office
North Carolina
$209K +$202K +1,802 New
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