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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
701
Principle Wealth Partners
Connecticut
$260K – – –
CL
702
Choreo LLC
Illinois
$260K +$7.31K +80 +3%
IA
703
IFG Advisors
Missouri
$259K – – –
MA
704
MJP Associates
Connecticut
$257K -$176K -1,925 -42%
VWA
705
V Wealth Advisors
Kansas
$256K -$8.96K -98 -4%
BFIM
706
Beese Fulmer Investment Management
Ohio
$255K – – –
FMTCOCP
707
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$255K +$12.7K +139 +6%
JMF
708
Johnson Midwest Financial
Iowa
$254K -$219K -2,401 -92%
AFS
709
Axiom Financial Strategies
Indiana
$254K -$11.3K -124 -5%
FB
710
Fulton Bank
Pennsylvania
$252K +$1.74K +19 +0.7%
PWM
711
Perigon Wealth Management
California
$252K +$237K +2,593 New
TBA
712
Tower Bridge Advisors
Pennsylvania
$251K -$36.6K -400 -13%
DY
713
Dowling & Yahnke
California
$249K – – –
YWP
714
YorkBridge Wealth Partners
New York
$249K – – –
PFO
715
Pathstone Family Office
New Jersey
$249K +$235K +2,567 New
FWM
716
Fairhaven Wealth Management
Illinois
$248K – – –
BCI
717
Brinker Capital Investments
Pennsylvania
$248K +$22.4K +245 +11%
WPC
718
Waters Parkerson & Co
Louisiana
$247K -$1.47M -16,098 -86%
QCG
719
Quadrant Capital Group
Ohio
$247K +$19.9K +218 +9%
PCWA
720
Pacific Capital Wealth Advisors
California
$246K – – –
IP
721
Isthmus Partners
Wisconsin
$245K -$115K -1,253 -33%
FFA
722
Freedman Financial Associates
Massachusetts
$245K – – –
SF
723
Synovus Financial
Georgia
$244K -$10.4K -114 -4%
CAM
724
CenterStar Asset Management
Illinois
$244K – – –
CFA
725
Capstone Financial Advisors
Illinois
$243K – – –
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