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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
1IC
426
1919 Investment Counsel
Maryland
$124K – – –
KLWA
427
Kelly Lawrence W & Associates
California
$124K +$124K +3,000 New
EFSCE
428
Enterprise Financial Services Corp (EFSC)
Missouri
$116K – – –
JWM
429
Jacobus Wealth Management
Wisconsin
$115K -$28.6K -690 -20%
AFIA
430
America First Investment Advisors
Nebraska
$95K – – –
FA
431
Friess Associates
Delaware
$95K +$4.15K +100 +5%
ECM
432
Endex Capital Management
Kansas
$94K – – –
PIA
433
Piedmont Investment Advisors
North Carolina
$89.2K -$2.43M -58,570 -96%
WA
434
WFG Advisors
Texas
$89K -$83 -2 -0.1%
HPBT
435
High Point Bank & Trust
North Carolina
$83K – – –
QAM
436
QCI Asset Management
New York
$83K – – –
SF
437
Synovus Financial
Georgia
$81K +$498 +12 +0.6%
ST
438
Smithfield Trust
Pennsylvania
$79K +$25.9K +623 +48%
WA
439
Waverly Advisors
Alabama
$79K +$79K +1,905 New
IMS
440
Index Management Solutions
Pennsylvania
$77K +$12.6K +304 +20%
GIS
441
Guardian Investor Services
New York
$76K – – –
EWM
442
Evercore Wealth Management
New York
$74K -$11.2K -269 -13%
JFA
443
JNBA Financial Advisors
Minnesota
$67K -$4.07K -98 -6%
RFS
444
Rockefeller Financial Services
New York
$65K – – –
OIA
445
Optimum Investment Advisors
Illinois
$62K – – –
OMCS
446
Old Mutual Customised Solutions
South Africa
$58K – – –
AF
447
Arrow Financial
New York
$54K – – –
GLI
448
Guardian Life Insurance
New York
$53K -$61K -1,470 -53%
TWA
449
TCI Wealth Advisors
Arizona
$52K – – –
Northwestern Mutual Wealth Management
450
Northwestern Mutual Wealth Management
Wisconsin
$46K +$12.4K +300 +37%