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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
DY
726
Dowling & Yahnke
California
$289K +$1.32K +13 +0.5%
AWE
727
Avidian Wealth Enterprises
Texas
$288K -$6.59K -65 -2%
PWA
728
Providence Wealth Advisors
Illinois
$288K +$811 +8 +0.3%
CCM
729
Carlson Capital Management
Minnesota
$287K -$28.4K -280 -9%
CGL
730
Clarius Group LLC
Washington
$286K – – –
HWMG
731
Hurlow Wealth Management Group
Indiana
$286K – – –
OCG
732
Opus Capital Group
Ohio
$283K – – –
PWM
733
Perigon Wealth Management
California
$280K +$22.7K +224 +9%
FMTC
734
Farmers & Merchants Trust Company
California
$278K – – –
BFM
735
Boston Financial Management
Massachusetts
$278K +$30.1K +297 +12%
FCB
736
First Command Bank
Texas
$277K -$1.82K -18 -0.6%
FCFS
737
First Command Financial Services
Texas
$277K -$1.82K -18 -0.6%
TAM
738
Tocqueville Asset Management
New York
$277K – – –
BIM
739
Baldwin Investment Management
Pennsylvania
$277K +$5.37K +53 +2%
FIB
740
First Interstate Bank
Montana
$274K +$276K +2,725 New
KWM
741
KerberRose Wealth Management
Wisconsin
$274K +$276K +2,725 New
SI
742
Stephens Inc
Arkansas
$273K -$27.9K -275 -9%
AAM
743
Autus Asset Management
Arizona
$272K -$7.4K -73 -3%
AIM
744
Arcadia Investment Management
Michigan
$272K – – –
MA
745
MJP Associates
Connecticut
$272K +$7.2K +71 +3%
KFA
746
Krane Funds Advisors
New York
$272K +$274K +2,699 New
IA
747
IFG Advisors
Missouri
$269K – – –
SW
748
SkyOak Wealth
Michigan
$268K -$60.7K -599 -18%
VWA
749
V Wealth Advisors
Kansas
$268K +$203 +2 +0.1%
GRP
750
Global Retirement Partners
California
$265K +$4.36K +43 +2%
28 29
30
31 32