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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
551
Curi RMB Capital
Illinois
$249K +$30.6K +480 +14%
IWM
552
IHT Wealth Management
Illinois
$248K +$29.6K +464 +14%
1IA
553
1834 Investment Advisors
Wisconsin
$245K – – –
YMRC
554
Yorktown Management & Research Company
Virginia
$245K – – –
CAM
555
Concorde Asset Management
Michigan
$245K +$249K +3,899 New
FTIOP
556
Fiduciary Trust International of Pennsylvania
Pennsylvania
$243K -$140K -2,187 -36%
PCA
557
Personal Capital Advisors
California
$241K +$8.87K +139 +4%
HCM
558
Hutner Capital Management
Vermont
$240K – – –
1SB
559
1ST Source Bank
Indiana
$236K – – –
CM
560
Capital Management
Virginia
$234K – – –
PM
561
Parametrica Management
Hong Kong
$234K +$238K +3,733 New
CAI
562
Capital Advisors Inc
Oklahoma
$233K – – –
BAS
563
Brown Advisory Securities
Maryland
$233K +$237K +3,714 New
JIP
564
Jaffetilchin Investment Partners
Florida
$232K +$236K +3,700 New
CO
565
Caldwell & Orkin
Georgia
$231K – – –
BFM
566
Boston Financial Management
Massachusetts
$227K – – –
LFAS
567
Level Four Advisory Services
Texas
$226K -$111K -1,736 -33%
CT
568
Clearstead Trust
Maine
$224K – – –
TFO
569
Tarbox Family Office
California
$224K +$2.49K +39 +1%
AFP
570
Ausdal Financial Partners
Iowa
$223K +$227K +3,557 New
MLFP
571
MPS Loria Financial Planners
Illinois
$222K +$1.79K +28 +0.8%
MHS
572
M Holdings Securities
Oregon
$221K +$638 +10 +0.3%
PCTC
573
Perkins Coie Trust Company
Washington
$220K – – –
OWD
574
Osborn Williams & Donohoe
Ohio
$219K – – –
MWM
575
Marietta Wealth Management
Georgia
$217K -$41.3K -647 -16%
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