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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
751
Ostrum Asset Management
France
$247K +$988 +12 +0.4%
CFGSD
752
Compass Financial Group (South Dakota)
South Dakota
$247K – – –
IP
753
Isthmus Partners
Wisconsin
$247K – – –
HB
754
HTLF Bank
Colorado
$245K +$240K +2,912 New
BSW
755
Buckingham Strategic Wealth
Missouri
$244K +$239K +2,904 New
LWM
756
Lodestone Wealth Management
Washington
$243K – – –
EA
757
Everpar Advisors
Oklahoma
$242K +$237K +2,879 New
KFA
758
Krane Funds Advisors
New York
$241K -$254K -3,081 -52%
MWA
759
Midland Wealth Advisors
Illinois
$241K +$236K +2,862 New
BOS
760
Bank of Stockton
California
$239K – – –
MIM
761
MTM Investment Management
South Carolina
$238K – – –
IWN
762
Independent Wealth Network
Iowa
$238K +$233K +2,825 New
ICG
763
InterOcean Capital Group
Tennessee
$237K +$231K +2,810 New
HWMG
764
Hurlow Wealth Management Group
Indiana
$235K -$165 -2 -0.1%
DLCIG
765
D.L. Carlson Investment Group
New Hampshire
$235K -$9.06K -110 -4%
CISOA
766
Capital Investment Services of America
Wisconsin
$234K – – –
KIA
767
KLR Investment Advisors
Rhode Island
$233K +$228K +2,772 New
PWP
768
Principle Wealth Partners
Connecticut
$233K – – –
WWM
769
Western Wealth Management
Colorado
$232K +$494 +6 +0.2%
CAAS
770
Capital Asset Advisory Services
Michigan
$231K -$19.5K -237 -8%
LOPW
771
Live Oak Private Wealth
North Carolina
$230K – – –
BIM
772
Baldwin Investment Management
Pennsylvania
$228K – – –
AIM
773
Arcadia Investment Management
Michigan
$227K – – –
IIC
774
Ironwood Investment Counsel
Arizona
$227K – – –
MPPLM
775
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$226K -$29.2K -355 -12%
29 30
31
32 33