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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
501
Park Avenue Securities
New York
$696K +$215K +2,122 +44%
TAIM
502
Te Ahumairangi Investment Management
New Zealand
$693K -$639K -6,300 -48%
CT
503
Chicago Trust
Illinois
$691K +$16.5K +163 +2%
WAS
504
Winch Advisory Services
Wisconsin
$689K +$3.95K +39 +0.6%
RT
505
Rockland Trust
Massachusetts
$687K -$51.4K -507 -7%
FIA
506
Foundations Investment Advisors
Arizona
$684K – – –
PGFC
507
Peapack-Gladstone Financial Corp
New Jersey
$681K -$15.8K -156 -2%
CA
508
Cetera Advisors
Colorado
$677K +$75.2K +742 +12%
IAN
509
Integrated Advisors Network
Texas
$672K -$3.7M -36,510 -85%
JCIA
510
Jackson Creek Investment Advisors
Colorado
$672K +$229K +2,255 +53%
GC
511
Gilbert & Cook
Iowa
$670K +$675K +6,659 New
MLFP
512
MPS Loria Financial Planners
Illinois
$666K +$2.23K +22 +0.3%
CSB
513
City State Bank
Iowa
$663K +$10.1K +100 +2%
BPWM
514
Badgley Phelps Wealth Managers
Washington
$662K +$2.33K +23 +0.4%
PL
515
Plancorp LLC
Missouri
$662K +$3.95K +39 +0.6%
FIM
516
Freedom Investment Management
Connecticut
$660K -$177K -1,742 -21%
WS
517
Wedbush Securities
California
$652K +$8.31K +82 +1%
CT
518
Coastline Trust
Rhode Island
$651K – – –
BP
519
Ballentine Partners
Massachusetts
$648K -$66.7K -658 -9%
TT
520
TI-Trust
Illinois
$647K – – –
EF
521
Empirical Finance
Pennsylvania
$646K +$34.7K +342 +6%
ETC
522
Exchange Traded Concepts
Oklahoma
$644K +$18.9K +186 +3%
AIM
523
Aigen Investment Management
New York
$640K +$403K +3,970 +166%
BTI
524
Blue Trust Inc
Georgia
$635K +$645K +6,362 New
II
525
Inspire Investing
Idaho
$624K -$35.7K -352 -5%
19 20
21
22 23