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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
551
Chesley Taft & Associates
Illinois
$500K – – –
AWS
552
Atria Wealth Solutions
New York
$499K -$5K -54 -1%
SFI
553
SPC Financial Inc
Maryland
$499K +$1.11K +12 +0.2%
BFO
554
Boston Family Office
Massachusetts
$498K – – –
SBIA
555
Sheaff Brock Investment Advisors
Indiana
$498K +$1.67K +18 +0.3%
IWM
556
IHT Wealth Management
Illinois
$493K +$115K +1,237 +31%
MLL
557
Moody Lynn & Lieberson
Massachusetts
$492K – – –
PNC
558
Park National Corp
Ohio
$492K +$269K +2,902 +127%
DT
559
Diversified Trust
Tennessee
$486K +$22.3K +241 +5%
MIM
560
Meridiem Investment Management
United Kingdom
$481K – – –
BS
561
Bessemer Securities
New York
$479K – – –
BCM
562
Becker Capital Management
Oregon
$477K – – –
MFT
563
Moisand Fitzgerald Tamayo
Florida
$477K -$470K -5,075 -50%
WAM
564
WFA Asset Management
Wisconsin
$477K +$2.87K +31 +0.6%
TCA
565
Transcend Capital Advisors
New Jersey
$477K -$25.6K -276 -5%
BL
566
Balentine LLC
Georgia
$476K -$296K -3,202 -39%
CA
567
Clearstead Advisors
Ohio
$474K -$65.4K -706 -12%
PL
568
Plancorp LLC
Missouri
$472K +$9.07K +98 +2%
MWM
569
Mission Wealth Management
California
$469K +$4.54K +49 +1%
HI
570
Hudock Inc
Pennsylvania
$469K +$1.85K +20 +0.4%
PCI
571
Planning Center Inc
Illinois
$465K – – –
BWM
572
Buckley Wealth Management
Nevada
$459K -$5.18K -56 -1%
GSB
573
Greenfield Savings Bank
Massachusetts
$458K -$50.9K -550 -10%
AP
574
Appleton Partners
Massachusetts
$454K -$6.02K -65 -1%
PFG
575
PAX Financial Group
Texas
$452K +$28.5K +308 +7%
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