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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
651
Sound View Wealth Advisors Group
Georgia
$283K – – –
DJSG
652
D.J. St. Germain
Massachusetts
$282K -$12.6K -135 -4%
BCM
653
BTR Capital Management
California
$280K – – –
MWM
654
Meridian Wealth Management
Kentucky
$280K +$3.63K +39 +1%
SFWA
655
Summit Financial Wealth Advisors
Louisiana
$277K -$10.6K -114 -4%
PNC
656
Park National Corp
Ohio
$276K – – –
PAS
657
Park Avenue Securities
New York
$275K +$40.2K +431 +18%
PA
658
Parallel Advisors
California
$274K -$16.8K -180 -6%
CAMG
659
CWA Asset Management Group
Florida
$274K +$264K +2,829 New
BIM
660
Baldwin Investment Management
Pennsylvania
$271K – – –
WPC
661
White Pine Capital
Minnesota
$268K – – –
LNC
662
Lincoln National Corp
Pennsylvania
$265K -$466 -5 -0.2%
AFS
663
Axiom Financial Strategies
Indiana
$264K -$43.8K -470 -15%
Wealth Enhancement Advisory Services
664
Wealth Enhancement Advisory Services
Minnesota
$264K – – –
AAM
665
Autus Asset Management
Arizona
$262K – – –
LOAME
666
Lombard Odier Asset Management (Europe)
United Kingdom
$262K +$252K +2,701 New
KBFS
667
Kohmann Bosshard Financial Services
Ohio
$261K – – –
IA
668
IFG Advisors
Missouri
$259K – – –
CGL
669
Clarius Group LLC
Washington
$259K +$21.3K +229 +9%
BS
670
Boenning & Scattergood
Pennsylvania
$258K – – –
Fisher Asset Management
671
Fisher Asset Management
Washington
$258K +$248K +2,659 New
DS
672
DRW Securities
Illinois
$258K +$248K +2,665 New
HSA
673
HBK Sorce Advisory
Pennsylvania
$257K – – –
BFIM
674
Beese Fulmer Investment Management
Ohio
$255K – – –
EF
675
Empirical Finance
Pennsylvania
$253K +$244K +2,616 New