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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
1201
New England Capital Financial Advisors
Connecticut
$8.31K – – –
PPWM
1202
PFG Private Wealth Management
Florida
$7.85K +$7.35K +72 New
GSWM
1203
Golden State Wealth Management
California
$7.74K -$2.65K -26 -27%
LI
1204
LRI Investments
Florida
$7.3K – – –
MEG
1205
Millstone Evans Group
Colorado
$7.3K – – –
HB
1206
Horizon Bancorp
Indiana
$7K – – –
LWMI
1207
Legacy Wealth Management (Idaho)
Idaho
$6.76K – – –
CWC
1208
Carolinas Wealth Consulting
North Carolina
$6.65K -$204 -2 -3%
RFA
1209
Reyes Financial Architecture
California
$6.65K +$6.23K +61 New
1IA
1210
1620 Investment Advisors
Massachusetts
$6.43K – – –
TWD
1211
True Wealth Design
Ohio
$6.1K +$4.7K +46 +460%
DWM
1212
Darwin Wealth Management
Florida
$6.02K – – –
AWM
1213
Abound Wealth Management
Tennessee
$6.02K – – –
GIA
1214
GHP Investment Advisors
Colorado
$5.99K – – –
CHC
1215
City Holding Co
West Virginia
$5.99K +$5.62K +55 New
WA
1216
Whipplewood Advisors
Colorado
$5.88K -$4.7K -46 -85%
BDPWM
1217
Barnes Dennig Private Wealth Management
Ohio
$5.78K +$5.41K +53 New
IRC
1218
Investors Research Corp
Georgia
$5.12K +$4.8K +47 New
KFP
1219
Keener Financial Planning
Texas
$5K – – –
AEPWM
1220
Atlantic Edge Private Wealth Management
Florida
$4.91K – – –
WTFG
1221
Wood Tarver Financial Group
Idaho
$4.91K – – –
RWS
1222
Retirement Wealth Solutions
Wisconsin
$4.74K – – –
GEA
1223
Glen Eagle Advisors
New Jersey
$4.36K – – –
RWM
1224
Raffa Wealth Management
District of Columbia
$4.36K – – –
HHGA
1225
Halbert Hargrove Global Advisors
California
$4.03K +$2.15K +21 +131%