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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
701
TwinBeech Capital
New York
$254K +$274K +3,148 New
DLCIG
702
D.L. Carlson Investment Group
New Hampshire
$251K -$11.7K -135 -4%
CCM
703
Coldstream Capital Management
Washington
$251K -$23.5K -271 -8%
CAM
704
Centre Asset Management
New York
$251K -$3.91K -45 -1%
BOS
705
Bank of Stockton
California
$248K -$30.4K -350 -11%
KFGK
706
Keystone Financial Group (Kentucky)
Kentucky
$248K +$2.43K +28 +0.9%
CAAS
707
Capital Asset Advisory Services
Michigan
$247K -$2.43K -28 -0.9%
RSWM
708
Robertson Stephens Wealth Management
California
$246K +$17.7K +204 +7%
SSB
709
Sandy Spring Bank
Maryland
$245K -$36.1K -415 -12%
MPPLM
710
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$245K -$42.2K -486 -14%
CFS
711
CRA Financial Services
New Jersey
$244K – – –
CCM
712
Carlson Capital Management
Minnesota
$243K +$14.6K +168 +6%
PVI
713
Pine Valley Investments
New Jersey
$242K +$25.5K +294 +11%
AWM
714
Axxcess Wealth Management
California
$242K +$261K +3,002 New
KOMWMG
715
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$242K -$50.4K -580 -16%
SI
716
Stephens Inc
Arkansas
$241K +$13.3K +153 +5%
BBNA
717
Bremer Bank National Association
Minnesota
$241K -$6.78K -78 -3%
NIM
718
NEOS Investment Management
Connecticut
$241K +$260K +2,990 New
FIB
719
First Interstate Bank
Montana
$240K – – –
FDDB
720
Fidelity D&D Bancorp
Pennsylvania
$239K +$258K +2,966 New
IAIM
721
International Assets Investment Management
Florida
$237K +$10.2K +117 +4%
BFM
722
Boston Financial Management
Massachusetts
$237K -$9.99K -115 -4%
AFS
723
Axiom Financial Strategies
Indiana
$237K -$3.91K -45 -2%
CFGSD
724
Compass Financial Group (South Dakota)
South Dakota
$237K – – –
SAM
725
Strategy Asset Managers
California
$236K +$5.13K +59 +2%
27 28
29
30 31