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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
601
Tidal Investments
Wisconsin
$402K +$21.2K +229 +5%
CFG
602
Citizens Financial Group
Rhode Island
$401K – – –
BS
603
Bessemer Securities
New York
$401K -$46.2K -500 -10%
BTWM
604
Baker Tilly Wealth Management
Wisconsin
$401K +$21.1K +228 +5%
MCM
605
McDonough Capital Management
Florida
$399K – – –
CAG
606
Csenge Advisory Group
Florida
$396K +$18.4K +199 +5%
II
607
Inspire Investing
Idaho
$396K +$739 +8 +0.2%
ZIC
608
ZWJ Investment Counsel
Georgia
$392K – – –
MWM
609
Mission Wealth Management
California
$391K -$47.1K -510 -10%
PCIA
610
Prime Capital Investment Advisors
Kansas
$390K +$408K +4,420 New
VF
611
Virtu Financial
New York
$389K +$171K +1,847 +72%
BO
612
Bank OZK
Arkansas
$386K -$21.8K -236 -5%
FAFN
613
First Affirmative Financial Network
Colorado
$384K +$277 +3 +0.1%
ACI
614
Alpha Cubed Investments
California
$381K – – –
CPSC
615
Carl P. Sherr & Co
Massachusetts
$379K -$1.11K -12 -0.3%
TFO
616
Tarbox Family Office
California
$378K – – –
IWS
617
Insight Wealth Strategies
California
$377K +$18.9K +205 +5%
ZCM
618
Ziegler Capital Management
Illinois
$374K – – –
FFN
619
Focus Financial Network
Minnesota
$372K +$18.9K +205 +5%
SFA
620
Sequoia Financial Advisors
Ohio
$371K +$46.1K +499 +13%
HI
621
Horizon Investments
North Carolina
$369K -$4.16K -45 -1%
DWT
622
Dorsey & Whitney Trust
South Dakota
$369K +$386K +4,181 New
1SB
623
1ST Source Bank
Indiana
$368K -$2.86K -31 -0.7%
JWCA
624
J.W. Cole Advisors
Florida
$366K -$8.13K -88 -2%
OFS
625
OneAscent Financial Services
Alabama
$365K -$49.1K -531 -11%
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25
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