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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
626
Waterway Wealth Management
Texas
$778K +$817K +7,375 New
GT
627
Greenleaf Trust
Michigan
$775K +$30.1K +272 +4%
IHL
628
Investment House LLC
California
$770K – – –
NSIM
629
North Star Investment Management
Illinois
$769K +$3.21K +29 +0.4%
BFS
630
Bradley Foster & Sargent
Connecticut
$763K +$93.6K +845 +13%
EWA
631
EP Wealth Advisors
California
$756K +$793K +7,165 New
IAN
632
Integrated Advisors Network
Texas
$756K +$14.9K +135 +2%
RIA
633
Regal Investment Advisors
Michigan
$743K +$48.1K +434 +7%
SC
634
Steph & Co
Wisconsin
$741K – – –
AS
635
Altshuler Shaham
Israel
$737K +$60.3K +545 +8%
HIM
636
Harbour Investment Management
Washington
$731K -$323K -2,920 -30%
AAP
637
Arax Advisory Partners
Colorado
$724K -$116K -1,052 -13%
SCA
638
Stonebridge Capital Advisors
Minnesota
$718K +$10.6K +96 +1%
HFM
639
Hartford Funds Management
Pennsylvania
$709K +$237K +2,142 +47%
LWMI
640
Legacy Wealth Management (Idaho)
Idaho
$706K +$734K +6,631 +10,695%
TWP
641
Tyche Wealth Partners
Texas
$702K +$539K +4,872 +273%
ACA
642
Aptus Capital Advisors
Alabama
$701K +$6.75K +61 +0.9%
TCOT
643
Trust Company of Toledo
Ohio
$686K – – –
TT
644
TI-Trust
Illinois
$678K – – –
SC
645
Syon Capital
California
$675K +$149K +1,344 +27%
HSA
646
HBK Sorce Advisory
Pennsylvania
$675K +$55.4K +500 +9%
UB
647
UMB Bank
Missouri
$674K +$303K +2,741 +75%
JSW
648
Journey Strategic Wealth
New Jersey
$670K +$4.87K +44 +0.7%
NSAM
649
North Star Asset Management
Wisconsin
$670K -$3.65K -33 -0.5%
BIM
650
Bridges Investment Management
Nebraska
$668K -$3.1K -28 -0.4%
24 25
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