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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
526
Osborne Partners Capital Management
California
$490K – – –
ZCA
527
Zeke Capital Advisors
Pennsylvania
$490K +$28.3K +314 +6%
P
528
Pitcairn
Pennsylvania
$484K -$101K -1,118 -18%
JIP
529
Jaffetilchin Investment Partners
Florida
$483K +$30.2K +335 +7%
AP
530
Appleton Partners
Massachusetts
$482K – – –
PFS
531
Prospera Financial Services
Texas
$479K -$98.8K -1,096 -18%
DSC
532
Duncker Streett & Co
Missouri
$478K – – –
YWP
533
YorkBridge Wealth Partners
New York
$476K -$184K -2,046 -29%
PP
534
Paloma Partners
Connecticut
$471K +$180K +2,001 +68%
PI
535
PFS Investments
Georgia
$469K -$64.6K -717 -13%
PIA
536
Piedmont Investment Advisors
North Carolina
$466K +$19.6K +218 +5%
SSB
537
Sandy Spring Bank
Maryland
$464K +$120K +1,327 +37%
IRF
538
IBM Retirement Fund
New York
$462K -$3.33K -37 -0.8%
TW
539
TrinityPoint Wealth
Connecticut
$462K +$43.7K +485 +11%
AG
540
AlphaSimPlex Group
Massachusetts
$461K -$220K -2,438 -33%
CA
541
Clearstead Advisors
Ohio
$457K +$121K +1,345 +39%
WA
542
Wealth Architects
California
$455K -$270 -3 -0.1%
MWM
543
Marietta Wealth Management
Georgia
$453K -$25.7K -285 -6%
AIP
544
Almanack Investment Partners
Pennsylvania
$453K +$20.8K +231 +5%
CC
545
ClearArc Capital
Ohio
$450K +$1.53K +17 +0.4%
ACM
546
Advisors Capital Management
New Jersey
$450K +$426K +4,728 New
MCM
547
MAI Capital Management
Ohio
$448K -$42.1K -467 -9%
SMC
548
Smith, Moore & Co
Missouri
$443K -$23K -255 -5%
VF
549
Virtu Financial
New York
$432K +$409K +4,540 New
TAM
550
Tocqueville Asset Management
New York
$429K -$21.1K -234 -5%
20 21
22
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