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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
526
AlphaSimPlex Group
Massachusetts
$399K +$375K +5,050 New
DSC
527
Duncker Streett & Co
Missouri
$398K – – –
GI
528
Gradient Investments
Minnesota
$398K – – –
IWA
529
Inspirion Wealth Advisors
Illinois
$397K – – –
SMC
530
Smith, Moore & Co
Missouri
$388K -$96.9K -1,306 -21%
IRF
531
IBM Retirement Fund
New York
$388K – – –
ZCA
532
Zeke Capital Advisors
Pennsylvania
$383K +$1.85K +25 +0.5%
BSW
533
Buckingham Strategic Wealth
Missouri
$382K +$45.3K +611 +14%
WA
534
Wealth Architects
California
$378K +$223 +3 +0.1%
DC
535
Davenport & Co
Virginia
$376K -$12.2K -165 -3%
MWM
536
Marietta Wealth Management
Georgia
$376K +$74.2K +1,000 +27%
TAM
537
Tocqueville Asset Management
New York
$375K – – –
SB
538
Simmons Bank
Arkansas
$374K +$39K +525 +12%
CCM
539
Cadence Capital Management
Massachusetts
$371K -$17.4K -234 -5%
FAAS
540
First Allied Advisory Services
California
$367K +$519 +7 +0.2%
VFA
541
Voya Financial Advisors
Connecticut
$361K +$341K +4,599 New
ABTD
542
Arvest Bank Trust Division
Oklahoma
$360K +$4.38K +59 +1%
DWA
543
Douglass Winthrop Advisors
New York
$357K – – –
SCP
544
Shorepoint Capital Partners
Massachusetts
$356K +$334K +4,500 New
TBA
545
Tower Bridge Advisors
Pennsylvania
$356K – – –
OWD
546
Osborn Williams & Donohoe
Ohio
$354K +$89K +1,200 +36%
ST
547
Smithfield Trust
Pennsylvania
$353K – – –
CFG
548
CMC Financial Group
Georgia
$353K +$331K +4,464 New
IWM
549
IHT Wealth Management
Illinois
$351K -$101K -1,364 -24%
ZIC
550
ZWJ Investment Counsel
Georgia
$351K -$98.3K -1,325 -23%
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