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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
676
Stablepoint Partners
Massachusetts
$364K +$351K +4,327 New
CPWA
677
Cerro Pacific Wealth Advisors
California
$364K +$376K +4,634 New
ST
678
Smithfield Trust
Pennsylvania
$362K +$1.63K +20 +0.4%
FFM
679
Forum Financial Management
Illinois
$362K -$4.87K -60 -1%
GSEP
680
Golden State Equity Partners
California
$357K +$370K +4,555 New
WPA
681
West Paces Advisors
Georgia
$356K -$7.88K -97 -2%
BC
682
Bruce & Co
Illinois
$354K +$366K +4,509 New
MLL
683
Moody Lynn & Lieberson
Massachusetts
$354K -$8.12K -100 -2%
MCM
684
McDonough Capital Management
Florida
$353K – – –
BWM
685
Bullock Wealth Management
Indiana
$345K -$1.54K -19 -0.4%
FA
686
Faithward Advisors
Pennsylvania
$345K +$18.7K +230 +6%
BSA
687
Braun Stacey Associates
New York
$344K +$356K +4,381 New
AC
688
AlphaCore Capital
California
$343K -$163K -2,012 -32%
WA
689
Waverly Advisors
Alabama
$343K +$71.7K +883 +25%
GSB
690
Greenfield Savings Bank
Massachusetts
$343K – – –
FIM
691
Freedom Investment Management
Connecticut
$342K -$16.1K -198 -4%
BBW
692
Blue Barn Wealth
Utah
$341K +$24.6K +303 +7%
PA
693
Parallel Advisors
California
$339K +$16.9K +208 +5%
CPSC
694
Carl P. Sherr & Co
Massachusetts
$337K – – –
HTC
695
Haverford Trust Company
Pennsylvania
$336K +$8.94K +110 +3%
IWS
696
Insight Wealth Strategies
California
$335K +$3.57K +44 +1%
TFO
697
Tarbox Family Office
California
$335K – – –
TI
698
Tidal Investments
Wisconsin
$334K -$84K -1,034 -20%
WI
699
Wintrust Investments
Illinois
$333K -$24.2K -298 -7%
AWA
700
Arete Wealth Advisors
Illinois
$331K +$343K +4,227 New
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