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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
726
Arete Wealth Advisors
Illinois
$457K -$6.43K -63 -1%
KFA
727
Krane Funds Advisors
New York
$457K -$55K -539 -11%
CC
728
Courier Capital
New York
$456K – – –
JSW
729
Journey Strategic Wealth
New Jersey
$455K +$11.3K +111 +3%
OSNBOA
730
Old Second National Bank of Aurora
Illinois
$455K -$45.3K -444 -10%
PL
731
Plancorp LLC
Missouri
$452K +$7.15K +70 +2%
UCFA
732
United Capital Financial Advisors
Texas
$450K +$44.9K +440 +12%
SCA
733
Stonebridge Capital Advisors
Minnesota
$447K +$164K +1,603 +64%
MSWM
734
Mowery & Schoenfeld Wealth Management
Illinois
$447K +$193K +1,892 +86%
MGIA
735
Moneta Group Investment Advisors
Missouri
$446K -$3.47K -34 -0.8%
CW
736
CreativeOne Wealth
Kansas
$446K +$75.5K +739 +22%
CCM
737
Coldstream Capital Management
Washington
$444K +$7.35K +72 +2%
CGL
738
Clarius Group LLC
Washington
$443K +$415K +4,063 New
BFS
739
Bard Financial Services
Connecticut
$442K – – –
ECM
740
Everence Capital Management
Indiana
$441K – – –
ACM
741
Aster Capital Management
United Arab Emirates
$440K +$248K +2,427 +143%
SCTC
742
Sanibel Captiva Trust Company
Florida
$437K – – –
AP
743
Appleton Partners
Massachusetts
$437K +$12.2K +119 +3%
CAM
744
Carret Asset Management
New York
$436K – – –
SWP
745
Sagespring Wealth Partners
Tennessee
$435K +$98.5K +964 +32%
TSWM
746
Tyler-Stone Wealth Management
Ohio
$435K – – –
MHIC
747
Marble Harbor Investment Counsel
Massachusetts
$434K -$383K -3,750 -48%
CPWA
748
Cerro Pacific Wealth Advisors
California
$431K -$817 -8 -0.2%
PNC
749
Park National Corp
Ohio
$430K +$2.35K +23 +0.6%
PWP
750
Phillips Wealth Planners
Mississippi
$430K -$4.08K -40 -1%
28 29
30
31 32