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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
451
Advisors Management Group
Wisconsin
$816K +$11.5K +124 +1%
APP
452
Avantax Planning Partners
Iowa
$814K +$232K +2,509 +41%
CCC
453
Chelsea Counsel Company
California
$813K -$647 -7 -0.1%
RMC
454
Resources Management Corp
Connecticut
$812K – – –
WANY
455
Wealthspire Advisors (New York)
New York
$809K +$6.84K +74 +0.9%
UCFA
456
United Capital Financial Advisors
Texas
$801K +$32.3K +349 +4%
RCIM
457
Red Cedar Investment Management
Michigan
$801K +$59.8K +647 +8%
BRWA
458
B. Riley Wealth Advisors
Florida
$798K -$51.1K -553 -6%
IWC
459
Integrated Wealth Concepts
Massachusetts
$798K +$485K +5,244 +161%
LNB
460
Ledyard National Bank
$795K -$9.33K -101 -1%
FMWA
461
Forvis Mazars Wealth Advisors
Missouri
$794K +$8.32K +90 +1%
MA
462
Montag & Associates
Georgia
$789K – – –
EF
463
Empirical Finance
Pennsylvania
$780K +$59.2K +641 +8%
CPIA
464
Cornell Pochily Investment Advisors
New York
$778K -$32.5K -352 -4%
BL
465
Balentine LLC
Georgia
$771K -$87.8K -950 -10%
TC
466
Toews Corporation
New Jersey
$769K -$286K -3,100 -27%
SC
467
Searle & Co
Connecticut
$769K – – –
VVP
468
Venture Visionary Partners
Ohio
$768K -$739 -8 -0.1%
OWP
469
Obermeyer Wealth Partners
Colorado
$764K – – –
LNWWM
470
Laird Norton Wetherby Wealth Management
California
$763K -$19.1K -207 -2%
JF
471
Jump Financial
Illinois
$748K +$737K +7,979 New
BMC
472
Beaton Management Company
Massachusetts
$747K – – –
AAP
473
Aristotle Atlantic Partners
Florida
$745K – – –
GT
474
Greenleaf Trust
Michigan
$741K -$110K -1,189 -13%
MHIC
475
Marble Harbor Investment Counsel
Massachusetts
$725K +$139K +1,500 +24%
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19
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