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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
526
Wealth Architects
California
$1.01M -$4.68K -44 -0.5%
AWA
527
Arkadios Wealth Advisors
Georgia
$1M +$80.1K +753 +8%
IMRF
528
Illinois Municipal Retirement Fund
Illinois
$1M -$905K -8,502 -47%
ASBI
529
American State Bank (Iowa)
Iowa
$999K – – –
DAS
530
Diversify Advisory Services
Utah
$986K +$543K +5,107 +131%
FW
531
FullCircle Wealth
Texas
$980K +$5.64K +53 +0.6%
IIM
532
Intact Investment Management
Quebec, Canada
$979K – – –
BFG
533
Birch Financial Group
New Hampshire
$978K +$7.24K +68 +0.7%
VA
534
Valmark Advisers
Ohio
$970K -$12.6K -118 -1%
FF
535
Friedenthal Financial
New Jersey
$965K +$906K +8,518 +1,151%
BTC
536
Bank & Trust Company
Illinois
$962K -$4.47K -42 -0.5%
HI
537
Hendershot Investments
Virginia
$961K -$16.1K -151 -2%
NW
538
NewEdge Wealth
Pennsylvania
$947K +$101K +953 +13%
CCM
539
Charter Capital Management
Wisconsin
$942K +$962K +9,043 New
DA
540
Drake & Associates
Wisconsin
$939K +$206K +1,940 +27%
PWP
541
Precedent Wealth Partners
Texas
$933K +$227K +2,132 +31%
WB
542
WesBanco Bank
West Virginia
$932K +$40.8K +383 +4%
HWM
543
HB Wealth Management
Georgia
$922K -$12.8K -120 -1%
PHIMC
544
Private Harbour Investment Management & Counsel
Ohio
$919K -$9.68K -91 -1%
CCC
545
Chelsea Counsel Company
California
$904K – – –
WAM
546
WNY Asset Management
New York
$900K +$532 +5 +0.1%
MP
547
McDonald Partners
Ohio
$898K -$23.8K -224 -3%
KRSITF
548
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$896K -$63.4K -596 -6%
TC
549
TownSquare Capital
Utah
$888K -$13.3M -124,985 -94%
VFPW
550
Vantage Financial Partners (Wisconsin)
Wisconsin
$880K +$5K +47 +0.6%
20 21
22
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