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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
501
Boston Family Office
Massachusetts
$550K – – –
NFG
502
Nations Financial Group
Iowa
$549K +$524K +5,817 New
AIP
503
Ameritas Investment Partners
Nebraska
$548K -$14.3K -159 -3%
CFB
504
Cullen/Frost Bankers
Texas
$544K -$26.9K -299 -5%
CCM
505
Cox Capital Management
Massachusetts
$542K +$270 +3 +0.1%
KFA
506
Krane Funds Advisors
New York
$539K +$484K +5,369 +1,790%
PFBT
507
Parkside Financial Bank & Trust
Missouri
$536K – – –
SWM
508
SVA Wealth Management
Wisconsin
$534K +$16.8K +186 +3%
CFG
509
Citizens Financial Group
Rhode Island
$532K -$32.9K -365 -6%
BCP
510
Blue Chip Partners
Michigan
$530K +$14.9K +165 +3%
WJWM
511
Williams Jones Wealth Management
New York
$521K +$493K +5,476 New
FAAS
512
First Allied Advisory Services
California
$520K +$65.8K +730 +15%
LI
513
LVZ Inc
Michigan
$516K – – –
SCM
514
Southport Capital Management
Tennessee
$514K -$60.1K -667 -11%
BAM
515
Blueshift Asset Management
New Jersey
$512K +$485K +5,379 New
VDI
516
Vaughan David Investments
Illinois
$505K -$67.9K -754 -12%
GI
517
Gradient Investments
Minnesota
$505K +$2.43K +27 +0.5%
BCM
518
Brookstone Capital Management
Illinois
$503K -$234K -2,602 -33%
NRS
519
Neville Rodie & Shaw
New York
$503K – – –
TCOT
520
Trust Company of Toledo
Ohio
$499K – – –
DAS
521
Dynamic Advisor Solutions
Arizona
$499K +$721 +8 +0.2%
AIL
522
AGF Investments LLC
Ontario, Canada
$499K +$98K +1,088 +26%
CT
523
Chicago Trust
Illinois
$495K +$469K +5,202 New
CAG
524
Csenge Advisory Group
Florida
$493K -$3.06K -34 -0.7%
BCM
525
Becker Capital Management
Oregon
$493K – – –
19 20
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