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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
701
Independence Bank of Kentucky
Kentucky
$50K – – –
FPFS
702
First Personal Financial Services
North Carolina
$48K -$7.73K -116 -14%
MWPCG
703
Measured Wealth Private Client Group
New Hampshire
$47K +$47.3K +710 New
KA
704
Kaizen Advisory
Illinois
$46K – – –
SIS
705
Sound Income Strategies
Florida
$46K +$34.3K +515 +285%
CFA
706
Carroll Financial Associates
North Carolina
$45K +$1.2K +18 +3%
AIM
707
Assured Investment Management
New York
$44K +$44.3K +664 New
MPWT
708
MassMutual Private Wealth & Trust
Connecticut
$43.5K +$13.3K +200 +44%
SFG
709
SevenBridge Financial Group
Pennsylvania
$42K -$26.7K -400 -39%
PGWM
710
Parisi Gray Wealth Management
New Jersey
$39K – – –
CAW
711
Cornerstone Advisors (Washington)
Washington
$38K +$7K +105 +22%
WTB
712
Washington Trust Bank
Washington
$37K -$26.7K -401 -42%
AA
713
Ancora Advisors
Ohio
$35K +$34.7K +520 New
WSTAM
714
Wilbanks Smith & Thomas Asset Management
Virginia
$34K +$34.1K +511 New
TPWA
715
TRUE Private Wealth Advisors
Oregon
$33.5K +$33.5K +502 New
BA
716
Ballew Advisors
Mississippi
$30K – – –
AF
717
Arrow Financial
New York
$30K +$3.73K +56 +14%
PO
718
Private Ocean
California
$28K – – –
SIAS
719
Shine Investment Advisory Services
Colorado
$28K – – –
FHB
720
First Hawaiian Bank
Hawaii
$28K +$27.6K +414 New
MSA
721
Marino Stram & Associates
Massachusetts
$27K – – –
PCM
722
Princeton Capital Management
New Jersey
$27K – – –
SBL
723
Sargent Bickham Lagudis
Colorado
$27K – – –
SNT
724
Security National Trust
West Virginia
$26K – – –
THWM
725
Taylor Hoffman Wealth Management
Virginia
$26K – – –
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