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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
651
Whittier Trust
California
$314K +$183K +2,000 +163%
AG
652
Ascent Group
Virginia
$314K +$296K +3,237 New
WP
653
WealthShield Partners
North Carolina
$312K +$294K +3,219 New
B
654
Bailard
California
$311K – – –
SVWAG
655
Sound View Wealth Advisors Group
Georgia
$310K -$3.02K -33 -1%
GIA
656
Gladstone Institutional Advisory
Florida
$309K -$55.1K -603 -16%
BBA
657
BLB&B Advisors
Pennsylvania
$303K -$17.2K -188 -6%
P
658
Pitcairn
Pennsylvania
$303K -$16.7K -183 -6%
SW
659
StrongBox Wealth
Missouri
$302K -$110K -1,203 -28%
RMCM
660
Reynders McVeigh Capital Management
Massachusetts
$302K – – –
RCAG
661
Rehmann Capital Advisory Group
Michigan
$301K -$12.4K -136 -4%
CAAS
662
Capital Asset Advisory Services
Michigan
$300K -$5.49K -60 -2%
PCI
663
Planning Center Inc
Illinois
$300K +$285K +3,121 New
DWM
664
Doyle Wealth Management
Florida
$298K +$22.1K +242 +9%
SFG
665
StrategIQ Financial Group
Indiana
$297K +$280K +3,065 New
RIA
666
Regal Investment Advisors
Michigan
$296K +$1.01K +11 +0.4%
CFS
667
CRA Financial Services
New Jersey
$294K – – –
TNBTD
668
Trustmark National Bank Trust Department
Mississippi
$293K -$51.1K -559 -16%
KFGK
669
Keystone Financial Group (Kentucky)
Kentucky
$293K -$18.3K -200 -6%
IWC
670
Integrated Wealth Concepts
Massachusetts
$292K +$12.4K +136 +5%
GWM
671
GSB Wealth Management
Connecticut
$291K – – –
SWA
672
Sutton Wealth Advisors
Florida
$291K +$2.38K +26 +0.9%
SI
673
Stephens Inc
Arkansas
$290K -$11.2K -122 -4%
CCM
674
Coldstream Capital Management
Washington
$288K -$2.33M -25,475 -90%
EWA
675
EP Wealth Advisors
California
$287K -$5.39K -59 -2%
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