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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
526
City State Bank
Iowa
$612K +$9.24K +100 +2%
JFGIW
527
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$607K -$19K -206 -3%
BPWM
528
Badgley Phelps Wealth Managers
Washington
$607K -$9.24K -100 -2%
MLFP
529
MPS Loria Financial Planners
Illinois
$605K +$2.22K +24 +0.4%
TT
530
TI-Trust
Illinois
$603K – – –
II
531
Inspire Investing
Idaho
$600K -$8.22K -89 -1%
SW
532
SVB Wealth
Massachusetts
$587K -$8.59K -93 -1%
CT
533
Coastline Trust
Rhode Island
$587K -$14.8K -160 -2%
1IA
534
1834 Investment Advisors
Wisconsin
$580K – – –
ETC
535
Exchange Traded Concepts
Oklahoma
$578K -$32.9K -356 -5%
WCA
536
Waratah Capital Advisors
Ontario, Canada
$577K -$478K -5,171 -46%
SPC
537
Sigma Planning Corp
Michigan
$576K +$12.4K +134 +2%
MC
538
Moors & Cabot
Massachusetts
$570K +$13.8K +149 +3%
FIM
539
Freedom Investment Management
Connecticut
$570K -$35.9K -388 -6%
SCM
540
Stevens Capital Management
Pennsylvania
$566K +$558K +6,037 New
VFPW
541
Vantage Financial Partners (Wisconsin)
Wisconsin
$563K +$1.57K +17 +0.3%
BIM
542
Bridges Investment Management
Nebraska
$563K – – –
DA
543
Drake & Associates
Wisconsin
$560K +$832 +9 +0.2%
KI
544
Kula Investments
Illinois
$557K +$549K +5,945 New
CC
545
Chicago Capital
Illinois
$552K -$7.39K -80 -1%
JCIA
546
Jackson Creek Investment Advisors
Colorado
$551K -$37.2K -403 -6%
BCV
547
Banque Cantonale Vaudoise
Switzerland
$546K -$647K -7,000 -55%
HI
548
Horizon Investments
North Carolina
$545K -$199K -2,152 -27%
KFA
549
Krane Funds Advisors
New York
$542K +$534K +5,782 New
MG
550
Mather Group
Illinois
$539K -$154K -1,667 -22%
20 21
22
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