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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
701
Coldstream Capital Management
Washington
$251K -$23.5K -271 -8%
CAM
702
Centre Asset Management
New York
$251K -$3.91K -45 -1%
BOS
703
Bank of Stockton
California
$248K -$30.4K -350 -11%
KFGK
704
Keystone Financial Group (Kentucky)
Kentucky
$248K +$2.43K +28 +0.9%
CAAS
705
Capital Asset Advisory Services
Michigan
$247K -$2.43K -28 -0.9%
RSWM
706
Robertson Stephens Wealth Management
California
$246K +$17.7K +204 +7%
SSB
707
Sandy Spring Bank
Maryland
$245K -$36.1K -415 -12%
MPPLM
708
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$245K -$42.2K -486 -14%
CFS
709
CRA Financial Services
New Jersey
$244K – – –
CCM
710
Carlson Capital Management
Minnesota
$243K +$14.6K +168 +6%
PVI
711
Pine Valley Investments
New Jersey
$242K +$25.5K +294 +11%
AWM
712
Axxcess Wealth Management
California
$242K +$261K +3,002 New
KOMWMG
713
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$242K -$50.4K -580 -16%
SI
714
Stephens Inc
Arkansas
$241K +$13.3K +153 +5%
BBNA
715
Bremer Bank National Association
Minnesota
$241K -$6.78K -78 -3%
NIM
716
NEOS Investment Management
Connecticut
$241K +$260K +2,990 New
FIB
717
First Interstate Bank
Montana
$240K – – –
FDDB
718
Fidelity D&D Bancorp
Pennsylvania
$239K +$258K +2,966 New
IAIM
719
International Assets Investment Management
Florida
$237K +$10.2K +117 +4%
BFM
720
Boston Financial Management
Massachusetts
$237K -$9.99K -115 -4%
AFS
721
Axiom Financial Strategies
Indiana
$237K -$3.91K -45 -2%
CFGSD
722
Compass Financial Group (South Dakota)
South Dakota
$237K – – –
SAM
723
Strategy Asset Managers
California
$236K +$5.13K +59 +2%
HSA
724
HBK Sorce Advisory
Pennsylvania
$236K +$1.04K +12 +0.4%
MWA
725
Monograph Wealth Advisors
California
$236K +$255K +2,931 New
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30 31