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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
751
WFA Asset Management
Wisconsin
$297K +$35.1K +396 +15%
CWS
752
Cypress Wealth Services
California
$297K +$2.48K +28 +0.9%
GFP
753
Gryphon Financial Partners
Ohio
$296K +$273K +3,082 New
PA
754
Procyon Advisors
Connecticut
$295K +$272K +3,067 New
CFS
755
CRA Financial Services
New Jersey
$293K – – –
WI
756
WrapManager Inc
California
$293K +$270K +3,050 New
BSTWA
757
Blake Schutter Theil Wealth Advisors
Ohio
$293K +$270K +3,043 New
LIM
758
Longfellow Investment Management
Massachusetts
$291K +$1.59K +18 +0.6%
DLCIG
759
D.L. Carlson Investment Group
New Hampshire
$290K +$1.06K +12 +0.4%
BBNA
760
Bremer Bank National Association
Minnesota
$289K -$3.81K -43 -1%
TVM
761
True Vision MN
Minnesota
$288K +$266K +2,999 New
SP
762
Successful Portfolios
Florida
$287K – – –
BOS
763
Bank of Stockton
California
$287K – – –
SF
764
Synovus Financial
Georgia
$287K +$12K +135 +5%
HFM
765
Hartford Funds Management
Pennsylvania
$286K +$264K +2,978 New
AFG
766
Atomi Financial Group
New York
$285K +$263K +2,964 New
II
767
Inspire Investing
Idaho
$285K -$35.4K -400 -12%
SIMG
768
Sonora Investment Management Group
Arizona
$284K +$261K +2,949 New
PWM
769
Perigon Wealth Management
California
$283K +$261K +2,947 New
CFGSD
770
Compass Financial Group (South Dakota)
South Dakota
$283K – – –
IP
771
Isthmus Partners
Wisconsin
$282K – – –
ZIM
772
Zacks Investment Management
Illinois
$281K -$47K -530 -15%
MA
773
MJP Associates
Connecticut
$281K -$12.3K -139 -5%
RWP
774
RWA Wealth Partners
Massachusetts
$280K +$2.39K +27 +0.9%
LWM
775
Lodestone Wealth Management
Washington
$278K – – –
29 30
31
32 33