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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
526
San Luis Wealth Advisors
California
$508K +$538K +5,525 New
LI
527
LVZ Inc
Michigan
$500K – – –
SSB
528
Sandy Spring Bank
Maryland
$500K +$29.1K +299 +6%
TSS
529
Two Sigma Securities
New York
$497K +$139K +1,433 +36%
MAFM
530
Mid Atlantic Financial Management
Pennsylvania
$497K +$525K +5,397 New
NSAM
531
North Star Asset Management
Wisconsin
$496K +$41.4K +425 +9%
FLPIM
532
F.L. Putnam Investment Management
Massachusetts
$494K +$70.9K +729 +16%
IWM
533
IHT Wealth Management
Illinois
$491K +$5.84K +60 +1%
YWP
534
YorkBridge Wealth Partners
New York
$484K +$12.8K +132 +3%
TCOT
535
Trust Company of Toledo
Ohio
$483K – – –
AWA
536
ARS Wealth Advisors
Florida
$483K +$511K +5,253 New
BFO
537
Boston Family Office
Massachusetts
$480K – – –
DAS
538
Dynamic Advisor Solutions
Arizona
$478K +$10K +103 +2%
SPC
539
Sigma Planning Corp
Michigan
$472K -$9.24K -95 -2%
BRWA
540
B. Riley Wealth Advisors
Florida
$470K -$30.3K -311 -6%
MIM
541
Meridiem Investment Management
United Kingdom
$467K +$494K +5,080 New
DSC
542
Duncker Streett & Co
Missouri
$465K +$96.5K +992 +24%
AIP
543
Ameritas Investment Partners
Nebraska
$464K -$22.6K -232 -4%
SWM
544
SVA Wealth Management
Wisconsin
$464K +$50.2K +516 +11%
ST
545
Smithfield Trust
Pennsylvania
$458K +$5.84K +60 +1%
CA
546
Capitolis Advisors
New York
$456K +$483K +4,960 New
MSRPS
547
Maryland State Retirement & Pension System
Maryland
$454K +$496K +5,100 New
IA
548
IFP Advisors
Florida
$449K -$224K -2,300 -32%
WJWM
549
Williams Jones Wealth Management
New York
$448K -$35K -360 -7%
AP
550
Appleton Partners
Massachusetts
$447K – – –
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