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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
1101
Ausdal Financial Partners
Iowa
$204K -$35.7K -313 -15%
Lazard Asset Management
1102
Lazard Asset Management
New York
$204K -$620K -5,432 -76%
IAS
1103
Insigneo Advisory Services
Florida
$203K +$199K +1,743 New
VIA
1104
Virtus Investment Advisers
Connecticut
$202K +$5.36K +47 +3%
BHWM
1105
Bar Harbor Wealth Management
New Hampshire
$201K +$196K +1,722 New
BFO
1106
Biltmore Family Office
North Carolina
$200K -$9.81K -86 -5%
LCM
1107
LCM Capital Management
Illinois
$200K +$195K +1,713 New
TWIM
1108
TIAA Wealth Investment Management
New York
$198K +$11.2K +98 +6%
Optiver Holding
1109
Optiver Holding
Netherlands
$198K +$73.5K +644 +61%
ITG
1110
Index Technologies Group
New York
$197K +$193K +1,688 New
JFA
1111
JNBA Financial Advisors
Minnesota
$194K – – –
CFD
1112
Creative Financial Designs
Indiana
$192K +$1.14K +10 +0.6%
RFS
1113
Richardson Financial Services
Massachusetts
$191K -$4.56K -40 -2%
LAS
1114
Lloyd Advisory Services
Georgia
$189K -$423K -3,705 -70%
QC
1115
Quent Capital
New York
$188K +$20.1K +176 +12%
OA
1116
Operose Advisors
Wisconsin
$184K -$14.1K -124 -7%
QL
1117
Quarry LP
New York
$181K +$37.9K +332 +27%
VCM
1118
Versant Capital Management
Arizona
$179K -$5.25K -46 -3%
SIS
1119
Strategic Investment Solutions
Illinois
$177K +$2.85K +25 +2%
MWPCG
1120
Measured Wealth Private Client Group
New Hampshire
$165K – – –
WT
1121
Whittier Trust
California
$164K -$456 -4 -0.3%
AF
1122
Align Financial
Minnesota
$164K – – –
CF
1123
Centaurus Financial
California
$162K +$19.9K +174 +14%
MFP
1124
Meramec Financial Planners
Missouri
$158K +$456 +4 +0.3%
FP
1125
Financial Perspectives
Minnesota
$156K – – –