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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
601
Bank of Stockton
California
$369K – – –
IP
602
Isthmus Partners
Wisconsin
$369K – – –
IAIM
603
International Assets Investment Management
Florida
$368K +$402K +4,177 New
CAG
604
Csenge Advisory Group
Florida
$366K +$6.54K +68 +2%
1SB
605
1ST Source Bank
Indiana
$365K -$2.88K -30 -0.7%
LFG
606
LifePlan Financial Group
Ohio
$358K – – –
WI
607
Wintrust Investments
Illinois
$354K +$23.7K +246 +7%
SAM
608
Strategy Asset Managers
California
$354K +$46.5K +483 +14%
ACS
609
Archford Capital Strategies
Illinois
$352K -$20K -208 -5%
AIM
610
Alhambra Investment Management
Florida
$351K – – –
HWMG
611
Hurlow Wealth Management Group
Indiana
$351K – – –
TFO
612
Tarbox Family Office
California
$341K +$673 +7 +0.2%
AIM
613
Arcadia Investment Management
Michigan
$340K – – –
NS
614
NewDay Solutions
New Hampshire
$340K – – –
HDIM
615
Hanson & Doremus Investment Management
Vermont
$337K – – –
HCM
616
Hutner Capital Management
Vermont
$337K – – –
AF
617
Advisornet Financial
Minnesota
$336K -$81K -842 -18%
CAI
618
Capital Advisors Inc
Oklahoma
$336K – – –
JFGIW
619
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$335K +$195K +2,032 +115%
OIA
620
OneDigital Investment Advisors
Kansas
$333K -$65.8K -684 -15%
SPC
621
Sigma Planning Corp
Michigan
$331K -$256K -2,660 -41%
SP
622
Successful Portfolios
Florida
$331K -$27.5K -286 -7%
PFPT
623
Pinnacle Financial Partners (Tennessee)
Tennessee
$331K +$15.8K +164 +5%
SBIA
624
Sheaff Brock Investment Advisors
Indiana
$329K +$1.92K +20 +0.5%
CM
625
Capital Management
Virginia
$328K – – –
23 24
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