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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
726
Strategy Asset Managers
California
$254K +$832 +9 +0.3%
CFA
727
CWS Financial Advisors
Michigan
$253K +$10.6K +115 +4%
RSWM
728
Robertson Stephens Wealth Management
California
$251K +$263K +2,847 New
SI
729
Stephens Inc
Arkansas
$251K -$19.7K -213 -7%
CCM
730
Carlson Capital Management
Minnesota
$251K -$924 -10 -0.4%
MIM
731
MTM Investment Management
South Carolina
$250K – – –
SBWIC
732
Schaper Benz & Wise Investment Counsel
Wisconsin
$250K – – –
IAIM
733
International Assets Investment Management
Florida
$249K +$20.3K +220 +8%
HWMG
734
Hurlow Wealth Management Group
Indiana
$246K -$5.45K -59 -2%
CISOA
735
Capital Investment Services of America
Wisconsin
$246K -$18K -195 -7%
PWP
736
Principle Wealth Partners
Connecticut
$244K – – –
VWA
737
V Wealth Advisors
Kansas
$244K +$9.42K +102 +4%
OCG
738
Opus Capital Group
Ohio
$243K – – –
LOPW
739
Live Oak Private Wealth
North Carolina
$241K +$2.59K +28 +1%
PVI
740
Pine Valley Investments
New Jersey
$240K +$251K +2,716 New
BJL
741
Brighton Jones LLC
Washington
$239K +$7.67K +83 +3%
DSC
742
Duncker Streett & Co
Missouri
$239K -$18.4K -199 -7%
BIM
743
Baldwin Investment Management
Pennsylvania
$239K – – –
AIM
744
Arcadia Investment Management
Michigan
$238K – – –
AO
745
Advisor OS
Illinois
$238K +$249K +2,696 New
FEM
746
Fulcrum Equity Management
Texas
$238K +$249K +2,694 New
IA
747
IFG Advisors
Missouri
$236K – – –
MWM
748
MBE Wealth Management
Wisconsin
$235K – – –
FMTC
749
Farmers & Merchants Trust Company
California
$235K – – –
STA
750
Summit Trail Advisors
New York
$234K +$245K +2,656 New
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30
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