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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
726
Mission Wealth Management
California
$376K +$1.16K +12 +0.3%
TSWM
727
Tyler-Stone Wealth Management
Ohio
$375K – – –
BC
728
Bruce & Co
Illinois
$371K -$54.7K -564 -13%
SBWIC
729
Schaper Benz & Wise Investment Counsel
Wisconsin
$370K -$19.4K -200 -5%
PNC
730
Park National Corp
Ohio
$369K -$3.59K -37 -0.9%
CFO
731
Callan Family Office
Pennsylvania
$369K +$381K +3,927 New
VSQM
732
V-Square Quantitative Management
Illinois
$368K -$32.5K -335 -8%
WAM
733
Weiss Asset Management
Massachusetts
$368K +$379K +3,912 New
ST
734
Smithfield Trust
Pennsylvania
$367K – – –
AP
735
Appleton Partners
Massachusetts
$366K – – –
GSEP
736
Golden State Equity Partners
California
$366K -$62.4K -644 -14%
GSB
737
Greenfield Savings Bank
Massachusetts
$364K -$48.6K -501 -11%
ZIC
738
ZWJ Investment Counsel
Georgia
$363K +$16.9K +174 +5%
PMG
739
ProVise Management Group
Florida
$362K +$97.1K +1,001 +35%
BOPW
740
Brandywine Oak Private Wealth
Pennsylvania
$361K – – –
WA
741
WealthTrust Axiom
Pennsylvania
$359K – – –
FGA
742
Fortis Group Advisors
New Jersey
$358K – – –
SAM
743
Strategy Asset Managers
California
$352K +$5.24K +54 +1%
CC
744
Callan Capital
California
$352K -$6.11K -63 -2%
RMCM
745
Reynders McVeigh Capital Management
Massachusetts
$352K – – –
CSPIA
746
Cary Street Partners Investment Advisory
Virginia
$352K -$169K -1,744 -32%
CPCPP
747
Canada Post Corporation Pension Plan
Canada
$350K +$361K +3,722 New
AA
748
ALPS Advisors
Colorado
$348K – – –
IWS
749
Insight Wealth Strategies
California
$348K -$59.1K -610 -14%
UCFA
750
United Capital Financial Advisors
Texas
$347K -$58.6K -604 -14%
28 29
30
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