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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
701
Aptus Capital Advisors
Alabama
$611K -$17.1K -150 -3%
FTWA
702
Fifth Third Wealth Advisors
Ohio
$609K +$23.4K +205 +4%
BFO
703
Boston Family Office
Massachusetts
$608K – – –
TFGT
704
TS Financial Group (TSFG)
Illinois
$608K +$4.22K +37 +0.7%
EB
705
Eastern Bank
Massachusetts
$607K -$25.7K -225 -4%
KFG
706
Kingdom Financial Group
Arizona
$605K -$15.7K -138 -3%
PGFC
707
Peapack-Gladstone Financial Corp
New Jersey
$604K -$10K -88 -2%
BWM
708
Blossom Wealth Management
California
$604K -$26.8K -235 -4%
PWP
709
Phillips Wealth Planners
Mississippi
$600K +$31.5K +276 +6%
MSWM
710
Master's Wealth Management
Pennsylvania
$600K +$124K +1,091 +27%
PPWM
711
Paragon Private Wealth Management
Kentucky
$599K -$5.48K -48 -0.9%
DA
712
Dougherty & Associates
Florida
$588K -$14.8K -130 -3%
DWP
713
Daymark Wealth Partners
Ohio
$586K -$10.4K -91 -2%
KCP
714
Kera Capital Partners
California
$586K +$86.8K +761 +18%
FIM
715
FWL Investment Management
Texas
$584K – – –
CAI
716
Capital Advisors Inc
Oklahoma
$578K -$24K -210 -4%
IP
717
Indivisible Partners
Florida
$577K +$120K +1,049 +27%
SIA
718
Spectrum Investment Advisors
Wisconsin
$576K +$11.9K +104 +2%
TPA
719
Trivium Point Advisory
Connecticut
$575K +$20.5K +180 +4%
MLFP
720
MPS Loria Financial Planners
Illinois
$575K -$36.9K -323 -6%
JF
721
Jump Financial
Illinois
$572K -$4.31M -37,768 -89%
PWM
722
Partnership Wealth Management
Maryland
$572K – – –
MFT
723
Moisand Fitzgerald Tamayo
Florida
$571K – – –
DWM
724
Diversify Wealth Management
Utah
$567K -$39.8K -349 -7%
DAS
725
Diversify Advisory Services
Utah
$567K +$568K +4,978 New
27 28
29
30 31