We are live on ! Find out more
WEC icon

WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1076
Mark Sheptoff Financial Planning
Connecticut
$96.3K – – –
SIM
1077
Sentry Investment Management
Wisconsin
$94K -$9.21K -85 -9%
OC
1078
Oakworth Capital
Alabama
$92.7K – – –
AIM
1079
Arcadia Investment Management
Michigan
$91.7K – – –
CWP
1080
Concord Wealth Partners
Virginia
$89.5K – – –
VCM
1081
Versant Capital Management
Arizona
$88.6K +$1.73K +16 +2%
TC
1082
Trust Company
Kansas
$88K +$83.2K +768 New
IBOK
1083
Independence Bank of Kentucky
Kentucky
$86.6K – – –
MCM
1084
Manchester Capital Management
Vermont
$84.3K -$650 -6 -0.8%
GKIM
1085
GW&K Investment Management
Massachusetts
$84K -$867 -8 -1%
RFP
1086
Root Financial Partners
California
$83.7K +$79.2K +731 New
GAM
1087
Guinness Asset Management
United Kingdom
$80.4K +$76.3K +704 New
SFCL
1088
Strengthening Families & Communities LLC
Massachusetts
$80.2K +$542 +5 +0.7%
TCM
1089
TruNorth Capital Management
Michigan
$79.1K – – –
RF
1090
Robbins Farley
New Hampshire
$78.4K – – –
JGCM
1091
Joseph Group Capital Management
Ohio
$77.5K +$73.3K +676 New
OAM
1092
Ostrum Asset Management
France
$75.6K -$2.38K -22 -3%
Loomis, Sayles & Company
1093
Loomis, Sayles & Company
Massachusetts
$75.4K -$18.2K -168 -20%
BOJHT
1094
Bank of Jackson Hole Trust
Wyoming
$72.4K – – –
NS
1095
NBC Securities
Alabama
$72.2K -$10.9K -101 -14%
JWM
1096
JPL Wealth Management
Colorado
$72K +$68.1K +628 New
HCM
1097
Hollencrest Capital Management
California
$70.1K – – –
FC
1098
Financial Consulate
Maryland
$70.1K +$66.3K +612 New
VT
1099
Volterra Technologies
New York
$70K -$62.5K -577 -49%
FWA
1100
Flagship Wealth Advisors
Massachusetts
$68.8K – – –