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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
526
1834 Investment Advisors
Wisconsin
$550K -$56.7K -600 -10%
CI
527
Cigna Investments
Connecticut
$549K -$146K -1,544 -22%
FAM
528
Fulcrum Asset Management
United Kingdom
$545K – – –
OPS
529
Orion Portfolio Solutions
Nebraska
$543K -$34K -360 -6%
IGWM
530
ICA Group Wealth Management
Colorado
$543K +$491K +5,204 New
LI
531
LVZ Inc
Michigan
$542K – – –
AIP
532
Almanack Investment Partners
Pennsylvania
$538K -$16.7K -177 -3%
BCM
533
Brookstone Capital Management
Illinois
$537K -$13K -138 -3%
SBIA
534
Sheaff Brock Investment Advisors
Indiana
$531K +$1.7K +18 +0.3%
BFO
535
Boston Family Office
Massachusetts
$524K – – –
MAM
536
Meeder Asset Management
Ohio
$521K +$493K +5,217 New
CPWA
537
Cerro Pacific Wealth Advisors
California
$520K +$5K +53 +1%
NSAM
538
North Star Asset Management
Wisconsin
$518K – – –
TCOT
539
Trust Company of Toledo
Ohio
$511K -$18.9K -200 -4%
CCM
540
Compton Capital Management
Rhode Island
$509K -$23.6K -250 -5%
MIM
541
Meridiem Investment Management
United Kingdom
$507K – – –
SBWIC
542
Schaper Benz & Wise Investment Counsel
Wisconsin
$507K +$212K +2,247 +79%
GAM
543
Gotham Asset Management
New York
$505K -$789K -8,353 -62%
IRF
544
IBM Retirement Fund
New York
$502K -$21.4K -227 -4%
BO
545
Bank OZK
Arkansas
$500K -$755K -8,000 -61%
XT
546
XTX Topco
Cayman Islands
$500K +$473K +5,006 New
MGP
547
Metis Global Partners
California
$498K +$211K +2,236 +81%
MFS
548
Mirabella Financial Services
United Kingdom
$497K -$375K -3,973 -44%
WA
549
Wealth Architects
California
$494K +$189 +2 +0%
MOS
550
MGO One Seven
Ohio
$493K +$3.78K +40 +0.8%
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22
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