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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
576
Dakota Wealth Management
Florida
$558K -$41.8K -514 -7%
SC
577
Steph & Co
Wisconsin
$557K – – –
TCOT
578
Trust Company of Toledo
Ohio
$556K -$32.5K -400 -5%
CIC
579
Carnegie Investment Counsel
Ohio
$555K +$574K +7,070 New
IMCOOI
580
Investment Management Corp of Ontario (IMCO)
Canada
$554K +$162K +2,000 +40%
NW
581
NewEdge Wealth
Pennsylvania
$552K -$6.99K -86 -1%
VWM
582
Venturi Wealth Management
Texas
$549K -$25.8K -318 -4%
SA
583
SpiderRock Advisors
Delaware
$539K -$625K -7,699 -53%
IAN
584
Integrated Advisors Network
Texas
$538K +$2.36K +29 +0.4%
GI
585
Gradient Investments
Minnesota
$535K +$412K +5,069 +289%
OTL
586
Oak Thistle LLC
New York
$534K +$553K +6,811 New
MLFP
587
MPS Loria Financial Planners
Illinois
$529K +$2.84K +35 +0.5%
VAS
588
Vestmark Advisory Solutions
Massachusetts
$528K +$2.68K +33 +0.5%
FRM
589
Fox Run Management
Connecticut
$528K +$546K +6,727 New
ECA
590
Elevated Capital Advisors
Utah
$526K +$544K +6,698 New
MW
591
Marcum Wealth
Ohio
$519K +$152K +1,866 +39%
PPWM
592
Paragon Private Wealth Management
Kentucky
$518K +$16K +197 +3%
MAS
593
Meeder Advisory Services
Ohio
$515K +$96.9K +1,193 +22%
AMG
594
Advisors Management Group
Wisconsin
$508K +$1.95K +24 +0.4%
TT
595
TI-Trust
Illinois
$504K – – –
WCM
596
Weaver Capital Management
Georgia
$504K -$124K -1,523 -19%
TGAM
597
TBH Global Asset Management
Tennessee
$504K -$43.5K -535 -8%
VFA
598
Voya Financial Advisors
Connecticut
$502K +$520K +6,398 New
APF
599
Alaska Permanent Fund
Alaska
$501K +$4.3K +53 +0.9%
PRC
600
Pearl River Capital
Michigan
$500K +$517K +6,367 New
22 23
24
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