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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
701
Private Ocean
California
$26K – – –
SIAS
702
Shine Investment Advisory Services
Colorado
$26K +$10.8K +174 +70%
RWP
703
RWA Wealth Partners
Massachusetts
$26K +$25.9K +418 New
AF
704
Arrow Financial
New York
$25K – – –
MOS
705
MGO One Seven
Ohio
$25K – – –
SBL
706
Sargent Bickham Lagudis
Colorado
$25K – – –
PCM
707
Princeton Capital Management
New Jersey
$25K +$24.8K +400 New
SNT
708
Security National Trust
West Virginia
$24K -$25.8K -415 -52%
PFSC
709
Peoples Financial Services Corp
Pennsylvania
$24K – – –
CBT
710
Central Bank & Trust
Kentucky
$23K -$1.92K -31 -8%
JGIA
711
Jackson Grant Investment Advisers
Connecticut
$23K +$248 +4 +1%
HR
712
Howe & Rusling
New York
$23K +$23.1K +373 New
M
713
MOTCO
Texas
$22K +$21.6K +348 New
FC
714
Ferris Capital
Massachusetts
$21K +$20.5K +330 New
AOWM
715
Alpha Omega Wealth Management
Virginia
$20K – – –
HT
716
Heritage Trust
Oklahoma
$19K – – –
KA
717
Kaizen Advisory
Illinois
$19K – – –
OFS
718
Orrstown Financial Services
Pennsylvania
$19K +$9.31K +150 +100%
WB
719
Webster Bank
Connecticut
$18K -$17.5K -282 -50%
AS
720
Altshuler Shaham
Israel
$18K +$372 +6 +2%
WAP
721
Wealthcare Advisory Partners
Pennsylvania
$17K -$6.21K -100 -27%
OFW
722
Omnia Family Wealth
Florida
$16K – – –
FRA
723
Front Row Advisors
California
$16K +$5.58K +90 +55%
CAC
724
Certified Advisory Corp
Florida
$15K – – –
PFO
725
Pathstone Family Office
New Jersey
$15K +$15.3K +247 New
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