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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
551
Sound View Wealth Advisors Group
Georgia
$742K +$19.4K +200 +3%
MHIC
552
Marble Harbor Investment Counsel
Massachusetts
$727K – – –
VWM
553
Venturi Wealth Management
Texas
$722K +$74.9K +773 +11%
ACA
554
Aptus Capital Advisors
Alabama
$721K +$226K +2,326 +44%
BMC
555
Beaton Management Company
Massachusetts
$713K – – –
WAS
556
Winch Advisory Services
Wisconsin
$711K +$2.33K +24 +0.3%
CSIC
557
Clifford Swan Investment Counsel
California
$710K – – –
HWM
558
HB Wealth Management
Georgia
$706K +$332K +3,423 +84%
SSA
559
Sierra Summit Advisors
Nevada
$696K +$177K +1,828 +33%
TSWM
560
Triangle Securities Wealth Management
North Carolina
$692K -$20.3K -209 -3%
MW
561
Marcum Wealth
Ohio
$689K +$9.5K +98 +1%
IHL
562
Investment House LLC
California
$686K – – –
PFGIA
563
Patriot Financial Group Insurance Agency
Massachusetts
$686K +$50.3K +519 +8%
VFA
564
Voya Financial Advisors
Connecticut
$682K +$16K +165 +2%
SBIA
565
Sheaff Brock Investment Advisors
Indiana
$677K +$1.36K +14 +0.2%
TCM
566
Teza Capital Management
Illinois
$672K +$693K +7,151 New
ECA
567
Elevated Capital Advisors
Utah
$666K -$12K -124 -2%
MAS
568
Meeder Advisory Services
Ohio
$662K -$26.7K -275 -4%
SFA
569
Sequoia Financial Advisors
Ohio
$662K -$4.48M -46,159 -87%
SC
570
Steph & Co
Wisconsin
$660K – – –
TCOT
571
Trust Company of Toledo
Ohio
$660K -$2.42K -25 -0.4%
MCA
572
MSH Capital Advisors
Arizona
$658K +$77.1K +795 +13%
IAN
573
Integrated Advisors Network
Texas
$653K +$7.85K +81 +1%
KNW
574
Kesler Norman & Wride
Utah
$651K -$57.8K -596 -8%
DWM
575
Dakota Wealth Management
Florida
$636K -$194 -2 -0%
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23
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