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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
601
Osborne Partners Capital Management
California
$372K -$58.7K -610 -13%
MCM
602
MAI Capital Management
Ohio
$372K -$39.9K -415 -9%
BOS
603
Bank of Stockton
California
$369K – – –
IP
604
Isthmus Partners
Wisconsin
$369K – – –
IAIM
605
International Assets Investment Management
Florida
$368K +$402K +4,177 New
OMIC
606
Old Mission Investment Co
Michigan
$367K – – –
CAG
607
Csenge Advisory Group
Florida
$366K +$6.54K +68 +2%
1SB
608
1ST Source Bank
Indiana
$365K -$2.88K -30 -0.7%
LFG
609
LifePlan Financial Group
Ohio
$358K – – –
WI
610
Wintrust Investments
Illinois
$354K +$23.7K +246 +7%
SAM
611
Strategy Asset Managers
California
$354K +$46.5K +483 +14%
ACS
612
Archford Capital Strategies
Illinois
$352K -$20K -208 -5%
AIM
613
Alhambra Investment Management
Florida
$351K – – –
HWMG
614
Hurlow Wealth Management Group
Indiana
$351K – – –
TFO
615
Tarbox Family Office
California
$341K +$673 +7 +0.2%
AIM
616
Arcadia Investment Management
Michigan
$340K – – –
NS
617
NewDay Solutions
New Hampshire
$340K – – –
HDIM
618
Hanson & Doremus Investment Management
Vermont
$337K – – –
HCM
619
Hutner Capital Management
Vermont
$337K – – –
AF
620
Advisornet Financial
Minnesota
$336K -$81K -842 -18%
CAI
621
Capital Advisors Inc
Oklahoma
$336K – – –
JFGIW
622
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$335K +$195K +2,032 +115%
OIA
623
OneDigital Investment Advisors
Kansas
$333K -$65.8K -684 -15%
SPC
624
Sigma Planning Corp
Michigan
$331K -$256K -2,660 -41%
SP
625
Successful Portfolios
Florida
$331K -$27.5K -286 -7%
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