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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
726
Shelton Capital Management
Colorado
$210K +$202K +2,169 New
TIM
727
Thompson Investment Management
Wisconsin
$210K +$202K +2,169 New
PFGIA
728
Patriot Financial Group Insurance Agency
Massachusetts
$209K – – –
GWCM
729
Godshalk Welsh Capital Management
Pennsylvania
$208K +$200K +2,150 New
SWM
730
SeaCrest Wealth Management
New York
$207K +$199K +2,135 New
PL
731
Perpetual Ltd
Australia
$206K – – –
DWM
732
Doyle Wealth Management
Florida
$205K +$197K +2,111 New
BP
733
Ballentine Partners
Massachusetts
$203K +$195K +2,095 New
AIA
734
Alera Investment Advisors
Illinois
$203K +$196K +2,100 New
IWP
735
IAG Wealth Partners
Wisconsin
$201K +$23.2K +249 +14%
BRM
736
Boston Research & Management
Massachusetts
$201K +$194K +2,082 New
MMG
737
Monetary Management Group
Missouri
$199K – – –
CFB
738
Cullen/Frost Bankers
Texas
$195K -$27.4K -294 -13%
CFA
739
Carroll Financial Associates
North Carolina
$186K – – –
CTB
740
Country Trust Bank
Illinois
$185K – – –
MG
741
MilWealth Group
Wisconsin
$181K – – –
EFSCE
742
Enterprise Financial Services Corp (EFSC)
Missouri
$178K -$76.8K -824 -31%
FWM
743
Focused Wealth Management
New York
$178K +$1.12K +12 +0.7%
HBT
744
Hills Bank & Trust
Iowa
$174K -$7.17K -77 -4%
HCA
745
Horan Capital Advisors
Ohio
$174K +$168K +1,800 New
CCM
746
Covington Capital Management
California
$167K – – –
WT
747
Whittier Trust
California
$166K -$5.03K -54 -3%
OC
748
Oakworth Capital
Alabama
$166K -$3.08K -33 -2%
CYG
749
Clean Yield Group
Vermont
$165K +$2.98K +32 +2%
CFGS
750
Concourse Financial Group Securities
Alabama
$160K +$10.7K +115 +8%
28 29
30
31 32