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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
DY
701
Dowling & Yahnke
California
$226K – – –
FWM
702
Fairhaven Wealth Management
Illinois
$225K – – –
IB
703
Intrust Bank
Kansas
$224K +$19.5K +208 +9%
FFA
704
Freedman Financial Associates
Massachusetts
$223K – – –
PCWA
705
Pacific Capital Wealth Advisors
California
$223K – – –
BDF
706
Balasa Dinverno & Foltz
$221K -$194K -2,064 -45%
CFA
707
Capstone Financial Advisors
Illinois
$221K – – –
LWM
708
Liberty Wealth Management
California
$221K +$27.9K +298 +14%
TCA
709
Transcend Capital Advisors
New Jersey
$220K +$227K +2,425 New
FMTCOCP
710
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$219K – – –
UB
711
UMB Bank
Missouri
$217K -$40K -427 -15%
FCI
712
Financial Counselors Inc
Kansas
$215K -$37.6K -401 -14%
EWM
713
Executive Wealth Management
Michigan
$215K – – –
BJL
714
Brighton Jones LLC
Washington
$213K -$78.4K -836 -26%
IP
715
Investment Partners
Ohio
$213K -$47.8K -510 -17%
MCWS
716
McKinley Carter Wealth Services
West Virginia
$213K – – –
BS
717
Boenning & Scattergood
Pennsylvania
$212K – – –
SWM
718
SeaCrest Wealth Management
New York
$212K +$94 +1 +0%
MCM
719
Monument Capital Management
Virginia
$212K +$225K +2,404 New
MME
720
Meag Munich Ergo
Germany
$209K – – –
WDL
721
Well Done LLC
Michigan
$208K -$12.9K -138 -6%
RBFC
722
Roman Butler Fullerton & Co
Missouri
$208K +$1.59K +17 +0.7%
AG
723
AlphaSimPlex Group
Massachusetts
$207K -$244K -2,599 -53%
SGK
724
Steigerwald Gordon & Koch
Virginia
$207K – – –
FCB
725
First Command Bank
Texas
$207K +$1.69K +18 +0.8%
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