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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
576
D.J. St. Germain
Massachusetts
$276K +$280K +3,985 New
BBA
577
BLB&B Advisors
Pennsylvania
$274K -$16.4K -234 -6%
TW
578
TrinityPoint Wealth
Connecticut
$274K +$278K +3,955 New
FMLI
579
Fukoku Mutual Life Insurance
Japan
$270K -$98.3K -1,400 -26%
CT
580
Clearstead Trust
Maine
$268K +$14K +200 +5%
AIM
581
Arcadia Investment Management
Michigan
$267K -$10.5K -150 -4%
PFPT
582
Pinnacle Financial Partners (Tennessee)
Tennessee
$267K +$3.58K +51 +1%
HWMG
583
Hurlow Wealth Management Group
Indiana
$267K +$265K +3,768 New
LFAS
584
Level Four Advisory Services
Texas
$267K +$271K +3,856 New
BAS
585
Brown Advisory Securities
Maryland
$266K -$1.48K -21 -0.5%
TFO
586
Tarbox Family Office
California
$266K – – –
HDIM
587
Hanson & Doremus Investment Management
Vermont
$265K – – –
HCM
588
Hutner Capital Management
Vermont
$265K – – –
GVAG
589
Great Valley Advisor Group
Delaware
$263K +$267K +3,801 New
PCA
590
Personal Capital Advisors
California
$261K +$4.92K +70 +2%
CAMG
591
CWA Asset Management Group
Florida
$260K +$22.2K +316 +9%
S
592
SignatureFD
Georgia
$260K +$57.2K +814 +28%
MWM
593
Marietta Wealth Management
Georgia
$260K +$263K +3,749 New
DLCIG
594
D.L. Carlson Investment Group
New Hampshire
$259K -$10.7K -153 -4%
TVWM
595
Tower View Wealth Management
Wisconsin
$258K -$297K -4,226 -53%
CM
596
Capital Management
Virginia
$258K – – –
MA
597
Montag & Associates
Georgia
$255K – – –
MLFP
598
MPS Loria Financial Planners
Illinois
$255K +$1.83K +26 +0.7%
HIS
599
Harvest Investment Services
Illinois
$252K +$249K +3,551 New
CIM
600
Confluence Investment Management
Missouri
$251K +$255K +3,629 New
22 23
24
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