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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
701
First Personal Financial Services
North Carolina
$48K -$7.73K -116 -14%
MWPCG
702
Measured Wealth Private Client Group
New Hampshire
$47K +$47.3K +710 New
KA
703
Kaizen Advisory
Illinois
$46K – – –
SIS
704
Sound Income Strategies
Florida
$46K +$34.3K +515 +285%
CFA
705
Carroll Financial Associates
North Carolina
$45K +$1.2K +18 +3%
AIM
706
Assured Investment Management
New York
$44K +$44.3K +664 New
MPWT
707
MassMutual Private Wealth & Trust
Connecticut
$43.5K +$13.3K +200 +44%
SFG
708
SevenBridge Financial Group
Pennsylvania
$42K -$26.7K -400 -39%
PGWM
709
Parisi Gray Wealth Management
New Jersey
$39K – – –
CAW
710
Cornerstone Advisors (Washington)
Washington
$38K +$7K +105 +22%
WTB
711
Washington Trust Bank
Washington
$37K -$26.7K -401 -42%
AA
712
Ancora Advisors
Ohio
$35K +$34.7K +520 New
WSTAM
713
Wilbanks Smith & Thomas Asset Management
Virginia
$34K +$34.1K +511 New
TPWA
714
TRUE Private Wealth Advisors
Oregon
$33.5K +$33.5K +502 New
BA
715
Ballew Advisors
Mississippi
$30K – – –
AF
716
Arrow Financial
New York
$30K +$3.73K +56 +14%
PO
717
Private Ocean
California
$28K – – –
SIAS
718
Shine Investment Advisory Services
Colorado
$28K – – –
FHB
719
First Hawaiian Bank
Hawaii
$28K +$27.6K +414 New
MSA
720
Marino Stram & Associates
Massachusetts
$27K – – –
PCM
721
Princeton Capital Management
New Jersey
$27K – – –
SBL
722
Sargent Bickham Lagudis
Colorado
$27K – – –
SNT
723
Security National Trust
West Virginia
$26K – – –
THWM
724
Taylor Hoffman Wealth Management
Virginia
$26K – – –
PHK
725
Point72 Hong Kong
Hong Kong
$26K +$26.4K +396 New
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