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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
601
Sound View Wealth Advisors Group
Georgia
$845K +$13.3K +120 +2%
SFI
602
Susquehanna Fundamental Investments
Pennsylvania
$842K – – –
SSA
603
Sierra Summit Advisors
Nevada
$841K +$20.3K +183 +2%
CIC
604
Carnegie Investment Counsel
Ohio
$841K -$89.6K -809 -9%
AAP
605
Aristotle Atlantic Partners
Florida
$837K – – –
AFG
606
Atomi Financial Group
New York
$832K +$232K +2,091 +36%
WB
607
WesBanco Bank
West Virginia
$828K -$128K -1,157 -13%
OIA
608
OneDigital Investment Advisors
Kansas
$824K +$3.54K +32 +0.4%
RWM
609
Revisor Wealth Management
Ohio
$824K +$400K +3,614 +89%
MT
610
Midwest Trust
Kansas
$820K +$89.5K +808 +12%
WAS
611
Winch Advisory Services
Wisconsin
$817K +$6.75K +61 +0.8%
TSWM
612
Triangle Securities Wealth Management
North Carolina
$816K -$5.09K -46 -0.6%
DDC
613
DF Dent & Co
Maryland
$815K +$83.2K +751 +11%
FUBT
614
First United Bank & Trust
Maryland
$813K +$134K +1,210 +19%
TPBG
615
Turning Point Benefit Group
Maryland
$806K +$101K +916 +14%
APP
616
Avantax Planning Partners
Iowa
$803K +$8.08K +73 +1%
BMC
617
Beaton Management Company
Massachusetts
$800K – – –
CSIC
618
Clifford Swan Investment Counsel
California
$797K – – –
RBC
619
Romano Brothers & Co
Illinois
$796K -$72.7K -657 -8%
VWM
620
Venturi Wealth Management
Texas
$796K -$10.7K -97 -1%
UCFA
621
United Capital Financial Advisors
Texas
$793K -$11.3K -102 -1%
CT
622
Chicago Trust
Illinois
$791K -$12.7K -115 -2%
TI
623
Tidal Investments
Wisconsin
$786K +$415K +3,749 +101%
CPCPP
624
Canada Post Corporation Pension Plan
Canada
$786K +$189K +1,710 +30%
RCM
625
Raleigh Capital Management
North Carolina
$779K +$34.1K +308 +4%
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