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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
501
West Oak Capital
California
$516K -$41.5K -460 -7%
APP
502
Avantax Planning Partners
Iowa
$509K – – –
DC
503
Davenport & Co
Virginia
$508K -$19.5K -216 -4%
HIM
504
Hotaling Investment Management
Pennsylvania
$503K +$518K +5,743 New
NFG
505
Nations Financial Group
Iowa
$500K +$4.06K +45 +0.8%
BFO
506
Boston Family Office
Massachusetts
$498K -$90 -1 -0%
PFBT
507
Parkside Financial Bank & Trust
Missouri
$493K +$111K +1,232 +28%
CIA
508
CSat Investment Advisory
Michigan
$487K -$107K -1,190 -18%
UB
509
UMB Bank
Missouri
$487K -$3.43K -38 -0.7%
O
510
Ossiam
France
$485K -$3.65M -40,486 -88%
AIP
511
Ameritas Investment Partners
Nebraska
$478K -$13.7K -152 -3%
LI
512
LVZ Inc
Michigan
$476K – – –
BRWA
513
B. Riley Wealth Advisors
Florida
$474K +$3.25K +36 +0.7%
TVWM
514
Tower View Wealth Management
Wisconsin
$473K +$45.4K +503 +10%
BBVA
515
Banco Bilbao Vizcaya Argentaria
Spain
$473K +$177K +1,960 +57%
VIM
516
Veritas Investment Management
United Kingdom
$471K – – –
BA
517
Bridgewater Associates
Connecticut
$468K -$385K -4,269 -44%
GI
518
Gradient Investments
Minnesota
$465K -$541 -6 -0.1%
ACM
519
Alethea Capital Management
Washington
$461K +$475K +5,261 New
TCOT
520
Trust Company of Toledo
Ohio
$460K – – –
WJWM
521
Williams Jones Wealth Management
New York
$458K – – –
VDI
522
Vaughan David Investments
Illinois
$456K – – –
BCM
523
Becker Capital Management
Oregon
$454K – – –
CFG
524
Citizens Financial Group
Rhode Island
$451K -$2.44K -27 -0.5%
CQS
525
Credential Qtrade Securities
$451K -$613K -6,800 -57%
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