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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
501
Wealthspire Advisors (New York)
New York
$697K +$370K +3,647 +111%
PAS
502
Park Avenue Securities
New York
$696K +$215K +2,122 +44%
TAIM
503
Te Ahumairangi Investment Management
New Zealand
$693K -$639K -6,300 -48%
CT
504
Chicago Trust
Illinois
$691K +$16.5K +163 +2%
WAS
505
Winch Advisory Services
Wisconsin
$689K +$3.95K +39 +0.6%
RT
506
Rockland Trust
Massachusetts
$687K -$51.4K -507 -7%
FIA
507
Foundations Investment Advisors
Arizona
$684K – – –
PGFC
508
Peapack-Gladstone Financial Corp
New Jersey
$681K -$15.8K -156 -2%
CA
509
Cetera Advisors
Colorado
$677K +$75.2K +742 +12%
IAN
510
Integrated Advisors Network
Texas
$672K -$3.7M -36,510 -85%
JCIA
511
Jackson Creek Investment Advisors
Colorado
$672K +$229K +2,255 +53%
GC
512
Gilbert & Cook
Iowa
$670K +$675K +6,659 New
MLFP
513
MPS Loria Financial Planners
Illinois
$666K +$2.23K +22 +0.3%
CSB
514
City State Bank
Iowa
$663K +$10.1K +100 +2%
BPWM
515
Badgley Phelps Wealth Managers
Washington
$662K +$2.33K +23 +0.4%
PL
516
Plancorp LLC
Missouri
$662K +$3.95K +39 +0.6%
FIM
517
Freedom Investment Management
Connecticut
$660K -$177K -1,742 -21%
WS
518
Wedbush Securities
California
$652K +$8.31K +82 +1%
CT
519
Coastline Trust
Rhode Island
$651K – – –
BP
520
Ballentine Partners
Massachusetts
$648K -$66.7K -658 -9%
TT
521
TI-Trust
Illinois
$647K – – –
EF
522
Empirical Finance
Pennsylvania
$646K +$34.7K +342 +6%
ETC
523
Exchange Traded Concepts
Oklahoma
$644K +$18.9K +186 +3%
AIM
524
Aigen Investment Management
New York
$640K +$403K +3,970 +166%
BTI
525
Blue Trust Inc
Georgia
$635K +$645K +6,362 New
19 20
21
22 23