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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
526
TCI Wealth Advisors
Arizona
$57K – – –
VIA
527
Vident Investment Advisory
Georgia
$56K +$60.2K +1,254 New
IMS
528
Index Management Solutions
Pennsylvania
$55K +$24.8K +516 +72%
CFSG
529
Community Financial Services Group
Vermont
$54K +$13.6K +283 +31%
NSIM
530
North Star Investment Management
Illinois
$51K +$37.6K +783 +224%
SSG
531
Summit Securities Group
New York
$49K +$51.9K +1,082 New
IWC
532
Integrated Wealth Counsel
California
$47K +$49.6K +1,034 New
DOA
533
D'Orazio & Associates
Virginia
$46K – – –
GLI
534
Guardian Life Insurance
New York
$45K – – –
CG
535
Colony Group
Massachusetts
$45K +$20.3K +423 +73%
PIM
536
Parasol Investment Management
Illinois
$44K – – –
ST
537
Smithfield Trust
Pennsylvania
$43K -$92.3K -1,923 -67%
CFA
538
CT Financial Advisors
Pennsylvania
$41.8K +$44.6K +929 New
BAM
539
Barrett Asset Management
New York
$40K – – –
FHA
540
First Horizon Advisors
Tennessee
$40K – – –
TCOV
541
Trust Company of Vermont
Vermont
$40K +$17.8K +370 +70%
PR
542
Payden & Rygel
California
$40K +$24.4K +508 +154%
AWM
543
Avior Wealth Management
Nebraska
$40K +$37.9K +789 +813%
AIM
544
Advantage Investment Management
Iowa
$37K +$12K +250 +44%
JIR
545
James Investment Research
Ohio
$37K +$39.5K +823 New
MSFP
546
Mark Sheptoff Financial Planning
Connecticut
$35K +$37.9K +789 New
JIC
547
Joel Isaacson & Co
New York
$33K +$17K +354 +91%
MCM
548
Manchester Capital Management
Vermont
$33K +$35K +730 New
SAMC
549
Shinko Asset Management Company
Japan
$32K – – –
CFA
550
Carroll Financial Associates
North Carolina
$32K +$33.9K +707 New
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