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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
701
WealthTrust Axiom
Pennsylvania
$367K – – –
CC
702
Callan Capital
California
$366K +$23.3K +263 +7%
FGA
703
Fortis Group Advisors
New Jersey
$366K – – –
MWM
704
Modern Wealth Management
Kansas
$366K +$89 +1 +0%
CPWA
705
Cerro Pacific Wealth Advisors
California
$364K – – –
RMCM
706
Reynders McVeigh Capital Management
Massachusetts
$360K – – –
HDIM
707
Hanson & Doremus Investment Management
Vermont
$357K – – –
AA
708
ALPS Advisors
Colorado
$356K +$328K +3,700 New
CCM
709
Coldstream Capital Management
Washington
$356K +$78.7K +888 +32%
SAM
710
Strategy Asset Managers
California
$355K +$72.4K +817 +28%
MPM
711
MBB Public Markets
Illinois
$355K -$1.71M -19,280 -84%
ZIC
712
ZWJ Investment Counsel
Georgia
$355K -$4.17K -47 -1%
CA
713
Crewe Advisors
Utah
$354K +$2.13K +24 +0.7%
CWA
714
Centennial Wealth Advisory
Michigan
$353K +$19.6K +221 +6%
WF
715
WoodTrust Financial
Wisconsin
$353K – – –
CAI
716
Capital Advisors Inc
Oklahoma
$352K -$9.93K -112 -3%
WCM
717
Weaver Capital Management
Georgia
$347K -$250K -2,816 -44%
TCA
718
Transcend Capital Advisors
New Jersey
$346K -$532 -6 -0.2%
FFA
719
First Foundation Advisors
California
$345K +$177 +2 +0.1%
BWM
720
Buska Wealth Management
Wisconsin
$344K +$72.7K +820 +30%
AWA
721
Arete Wealth Advisors
Illinois
$343K -$57.4K -648 -15%
RSWM
722
Robertson Stephens Wealth Management
California
$342K +$13.9K +157 +5%
JSW
723
Journey Strategic Wealth
New Jersey
$339K +$312K +3,521 New
NCFG
724
New Century Financial Group
New Jersey
$335K +$47.1K +531 +18%
FMI
725
F/M Investments
District of Columbia
$333K – – –
27 28
29
30 31