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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
551
TrinityPoint Wealth
Connecticut
$494K +$5.17K +56 +1%
OIA
552
OneDigital Investment Advisors
Kansas
$493K +$8.96K +97 +2%
SF
553
Summit Financial
New Jersey
$493K +$516K +5,583 New
CC
554
Courier Capital
New York
$491K – – –
AWM
555
Apollon Wealth Management
South Carolina
$491K -$6.75K -73 -1%
FBA
556
Front Barnett Associates
Illinois
$490K – – –
TMAM
557
Tokio Marine Asset Management
Japan
$489K -$6.1K -66 -1%
JFG
558
Jefferies Financial Group
New York
$488K +$278K +3,010 +120%
DT
559
Diversified Trust
Tennessee
$480K +$29.1K +315 +6%
FIM
560
Freedom Investment Management
Connecticut
$479K -$65.7K -711 -12%
WPA
561
West Paces Advisors
Georgia
$479K -$1.94K -21 -0.4%
SW
562
SVB Wealth
Massachusetts
$478K -$56.2K -608 -10%
MFG
563
Merit Financial Group
Georgia
$476K +$151K +1,633 +43%
CTA
564
Chesley Taft & Associates
Illinois
$466K – – –
SBIA
565
Sheaff Brock Investment Advisors
Indiana
$465K +$1.66K +18 +0.3%
SFI
566
SPC Financial Inc
Maryland
$464K – – –
BFO
567
Boston Family Office
Massachusetts
$464K – – –
MLL
568
Moody Lynn & Lieberson
Massachusetts
$458K – – –
WAM
569
WFA Asset Management
Wisconsin
$453K +$9.24K +100 +2%
WA
570
Wealth Architects
California
$453K +$33.8K +366 +8%
BRWA
571
B. Riley Wealth Advisors
Florida
$449K -$376K -4,065 -44%
MIM
572
Meridiem Investment Management
United Kingdom
$448K – – –
BCM
573
Becker Capital Management
Oregon
$444K – – –
MFT
574
Moisand Fitzgerald Tamayo
Florida
$444K – – –
PPWM
575
Paragon Private Wealth Management
Kentucky
$443K +$36.3K +393 +8%
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