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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
626
Congress Wealth Management
Massachusetts
$686K -$373K -3,654 -37%
TPA
627
Trivium Point Advisory
Connecticut
$686K +$81.9K +802 +15%
ACM
628
AlphaStar Capital Management
North Carolina
$681K +$87.4K +856 +16%
RA
629
Ransom Advisory
Rhode Island
$681K – – –
GI
630
Gradient Investments
Minnesota
$669K +$12.3K +120 +2%
HI
631
Horizon Investments
North Carolina
$668K +$25.5K +250 +4%
RIS
632
Richmond Investment Services
Wisconsin
$666K +$511 +5 +0.1%
CAG
633
Csenge Advisory Group
Florida
$664K +$102 +1 +0%
HFM
634
Harvest Fund Management
China
$663K +$622K +6,088 New
IWP
635
IAG Wealth Partners
Wisconsin
$662K +$18.3K +179 +3%
BFS
636
Bradley Foster & Sargent
Connecticut
$659K – – –
TGAM
637
TBH Global Asset Management
Tennessee
$649K -$50.1K -491 -8%
NSAM
638
North Star Asset Management
Wisconsin
$646K +$29.5K +289 +5%
CSB
639
City State Bank
Iowa
$643K -$10.2K -100 -2%
APF
640
Alaska Permanent Fund
Alaska
$638K – – –
PTC
641
Private Trust Company
Ohio
$637K -$10.6K -104 -2%
PP
642
Prudential plc
United Kingdom
$636K +$280K +2,742 +89%
CA
643
Clearstead Advisors
Ohio
$630K -$7.56K -74 -1%
FFM
644
Forum Financial Management
Illinois
$630K -$3.47K -34 -0.6%
CTC
645
Central Trust Company
Missouri
$630K -$22K -215 -4%
KNW
646
Kesler Norman & Wride
Utah
$629K -$118K -1,151 -17%
AIC
647
Aurora Investment Counsel
Georgia
$627K -$6.84K -67 -1%
PAS
648
Point72 Asia (Singapore)
Singapore
$622K +$583K +5,709 New
BP
649
Ballentine Partners
Massachusetts
$621K -$2.65K -26 -0.5%
MWM
650
MGB Wealth Management
Texas
$621K -$409 -4 -0.1%
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