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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
626
Financial Advocates Investment Management
Washington
$322K +$104K +1,105 +44%
TNBTD
627
Trustmark National Bank Trust Department
Mississippi
$318K -$2.83K -30 -0.8%
CT
628
Clearstead Trust
Maine
$318K – – –
EWA
629
EP Wealth Advisors
California
$318K +$337K +3,577 New
LNC
630
Lincoln National Corp
Pennsylvania
$316K +$7.54K +80 +2%
SP
631
Successful Portfolios
Florida
$315K -$2.45K -26 -0.7%
AAS
632
Avantax Advisory Services
Texas
$314K -$1.88K -20 -0.6%
NPF
633
Norris Perne & French
Michigan
$314K – – –
APA
634
American Portfolios Advisors
New York
$314K +$248K +2,628 +292%
BBA
635
BLB&B Advisors
Pennsylvania
$312K -$14.1K -150 -4%
WJWM
636
Williams Jones Wealth Management
New York
$312K +$188 +2 +0.1%
AAM
637
Ascension Asset Management
New York
$311K – – –
E
638
Ergoteles
New York
$310K +$328K +3,480 New
VI
639
Versor Investments
New York
$309K +$327K +3,470 New
BSW
640
Buckingham Strategic Wealth
Missouri
$307K +$16.6K +176 +5%
OPCM
641
Osborne Partners Capital Management
California
$303K – – –
P
642
Pitcairn
Pennsylvania
$300K -$3.2K -34 -1%
BFM
643
Boothbay Fund Management
New York
$298K +$316K +3,350 New
SIM
644
Sentry Investment Management
Wisconsin
$297K – – –
SAM
645
Summit Asset Management
Tennessee
$297K – – –
JAG
646
Journey Advisory Group
Kentucky
$297K +$105K +1,110 +50%
SW
647
StrongBox Wealth
Missouri
$295K +$18.8K +200 +6%
RMCM
648
Reynders McVeigh Capital Management
Massachusetts
$294K -$42.4K -450 -12%
CA
649
Crewe Advisors
Utah
$291K – – –
DBT
650
Dubuque Bank & Trust
Iowa
$290K -$44.5K -472 -13%
24 25
26
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