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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
726
Isthmus Partners
Wisconsin
$236K – – –
OAM
727
Ostrum Asset Management
France
$236K -$1.82K -21 -0.7%
DBT
728
Dubuque Bank & Trust
Iowa
$235K – – –
CGL
729
Clarius Group LLC
Washington
$234K -$66.8K -769 -21%
LWM
730
Lodestone Wealth Management
Washington
$233K – – –
FMLI
731
Fukoku Mutual Life Insurance
Japan
$232K – – –
CIA
732
Choate Investment Advisors
Massachusetts
$231K +$249K +2,864 New
AWS
733
Atria Wealth Solutions
New York
$229K -$240K -2,765 -49%
MIM
734
MTM Investment Management
South Carolina
$228K – – –
SBWIC
735
Schaper Benz & Wise Investment Counsel
Wisconsin
$228K – – –
VSQM
736
V-Square Quantitative Management
Illinois
$227K +$182K +2,096 +292%
HWMG
737
Hurlow Wealth Management Group
Indiana
$225K – – –
CISOA
738
Capital Investment Services of America
Wisconsin
$224K – – –
PWP
739
Principle Wealth Partners
Connecticut
$223K – – –
CFA
740
CWS Financial Advisors
Michigan
$223K -$9.21K -106 -4%
WWM
741
Western Wealth Management
Colorado
$221K +$239K +2,745 New
SCM
742
Stevens Capital Management
Pennsylvania
$221K +$239K +2,747 New
GIA
743
Gladstone Institutional Advisory
Florida
$220K -$19.7K -227 -8%
LOPW
744
Live Oak Private Wealth
North Carolina
$220K – – –
FEM
745
Fulcrum Equity Management
Texas
$218K +$869 +10 +0.4%
BIM
746
Baldwin Investment Management
Pennsylvania
$218K – – –
AIM
747
Arcadia Investment Management
Michigan
$217K – – –
IIC
748
Ironwood Investment Counsel
Arizona
$217K +$235K +2,700 New
AO
749
Advisor OS
Illinois
$216K -$869 -10 -0.4%
DSC
750
Duncker Streett & Co
Missouri
$216K -$1.82K -21 -0.8%
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