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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
551
Great Valley Advisor Group
Delaware
$565K +$84.4K +832 +17%
BPC
552
Banque Pictet & Cie
Switzerland
$564K -$32K -316 -5%
HWM
553
HB Wealth Management
Georgia
$563K +$351K +3,460 +162%
FNBT
554
FineMark National Bank & Trust
Florida
$562K +$2.54K +25 +0.4%
CC
555
Courier Capital
New York
$561K – – –
IC
556
IEQ Capital
California
$560K +$161K +1,584 +40%
FBA
557
Front Barnett Associates
Illinois
$559K – – –
GSB
558
Greenfield Savings Bank
Massachusetts
$557K +$561K +5,534 New
BTWM
559
Baker Tilly Wealth Management
Wisconsin
$556K -$18.9K -186 -3%
OPS
560
Orion Portfolio Solutions
Nebraska
$549K +$2.03K +20 +0.4%
SFI
561
SPC Financial Inc
Maryland
$548K -$20.3K -200 -4%
LI
562
LVZ Inc
Michigan
$546K – – –
AWS
563
Atria Wealth Solutions
New York
$541K +$98.7K +973 +22%
AIP
564
Almanack Investment Partners
Pennsylvania
$536K -$6.08K -60 -1%
SBIA
565
Sheaff Brock Investment Advisors
Indiana
$536K +$1.52K +15 +0.3%
ACI
566
Alpha Cubed Investments
California
$534K +$43K +424 +9%
CTA
567
Chesley Taft & Associates
Illinois
$531K -$6.59K -65 -1%
BFO
568
Boston Family Office
Massachusetts
$528K – – –
NSAM
569
North Star Asset Management
Wisconsin
$522K – – –
MLL
570
Moody Lynn & Lieberson
Massachusetts
$522K +$68.9K +680 +15%
TCOT
571
Trust Company of Toledo
Ohio
$519K +$3.85K +38 +0.7%
MOS
572
MGO One Seven
Ohio
$517K +$19.7K +194 +4%
BCM
573
Brookstone Capital Management
Illinois
$512K -$3.75K -37 -0.7%
MIM
574
Meridiem Investment Management
United Kingdom
$512K – – –
SBWIC
575
Schaper Benz & Wise Investment Counsel
Wisconsin
$511K – – –
21 22
23
24 25