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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
Crewe Advisors
Utah
$398K +$53.9K +556 +15%
KWM
702
Kiker Wealth Management
Georgia
$398K +$410K +4,227 New
EGM
703
Engineers Gate Manager
New York
$397K +$409K +4,221 New
BBW
704
Blue Barn Wealth
Utah
$395K +$2.91K +30 +0.7%
AIA
705
AssuredPartners Investment Advisors
Florida
$394K +$406K +4,185 New
CC
706
Courier Capital
New York
$393K – – –
VHAM
707
Van Hulzen Asset Management
California
$392K -$388 -4 -0.1%
WFI
708
West Family Investments
California
$391K +$87.1K +898 +28%
MGIA
709
Moneta Group Investment Advisors
Missouri
$388K +$80.2K +827 +25%
AF
710
Advisornet Financial
Minnesota
$385K +$148K +1,530 +60%
AIM
711
Alhambra Investment Management
Florida
$384K – – –
PL
712
Plancorp LLC
Missouri
$384K +$3.3K +34 +0.8%
CE
713
Cornerstone Enterprises
Wisconsin
$384K – – –
JSW
714
Journey Strategic Wealth
New Jersey
$382K +$52.6K +542 +15%
BFS
715
Bard Financial Services
Connecticut
$382K – – –
DWP
716
Daymark Wealth Partners
Ohio
$382K -$35.4K -365 -8%
ECM
717
Everence Capital Management
Indiana
$381K -$378K -3,900 -49%
PWP
718
Phillips Wealth Planners
Mississippi
$380K +$194 +2 +0%
FRA
719
Frank Rimerman Advisors
California
$378K +$89.1K +919 +30%
SCTC
720
Sanibel Captiva Trust Company
Florida
$377K -$11.7K -121 -3%
CCM
721
Coldstream Capital Management
Washington
$377K +$30.7K +317 +9%
AC
722
AlphaCore Capital
California
$376K -$51.7K -533 -12%
CAM
723
Carret Asset Management
New York
$376K – – –
QIM
724
Quantitative Investment Management
Virginia
$376K +$388K +4,004 New
CWA
725
Centennial Wealth Advisory
Michigan
$376K +$31.6K +326 +9%
27 28
29
30 31