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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
751
Sage Mountain Advisors
Georgia
$461K -$494K -4,465 -51%
CA
752
Crewe Advisors
Utah
$459K +$3.1K +28 +0.6%
BCV
753
Banque Cantonale Vaudoise
Switzerland
$457K +$177K +1,598 +58%
QL
754
Quarry LP
New York
$457K +$479K +4,330 New
WF
755
WoodTrust Financial
Wisconsin
$456K – – –
TFO
756
Tarbox Family Office
California
$449K -$996 -9 -0.2%
KCP
757
Kera Capital Partners
California
$445K +$187K +1,689 +72%
OSNBOA
758
Old Second National Bank of Aurora
Illinois
$443K +$2.77K +25 +0.6%
EWA
759
EverSource Wealth Advisors
Alabama
$440K +$150K +1,358 +48%
RSWM
760
Robertson Stephens Wealth Management
California
$438K +$94.2K +851 +26%
FCM
761
Fourpath Capital Management
Oklahoma
$436K -$16.9K -153 -4%
GCP
762
Guardian Capital (Pennsylvania)
Pennsylvania
$435K +$457K +4,124 New
CSPIA
763
Cary Street Partners Investment Advisory
Virginia
$432K +$8.75K +79 +2%
KA
764
Kovack Advisors
Florida
$431K +$139K +1,259 +45%
ACM
765
AlphaStar Capital Management
North Carolina
$428K -$194K -1,754 -30%
B
766
Bayban
Minnesota
$428K +$449K +4,056 New
PSC
767
Portman Square Capital
United Kingdom
$428K +$449K +4,054 New
MLL
768
Moody Lynn & Lieberson
Massachusetts
$427K +$2.44K +22 +0.5%
ECM
769
Everence Capital Management
Indiana
$427K – – –
CFG
770
Certior Financial Group
Pennsylvania
$426K +$34.4K +311 +8%
CIM
771
Contravisory Investment Management
Massachusetts
$426K -$18.6K -168 -4%
VSQM
772
V-Square Quantitative Management
Illinois
$425K +$446K +4,027 New
A
773
Alongside
Texas
$423K +$444K +4,012 New
CAM
774
Carret Asset Management
New York
$422K – – –
ZF
775
Zhang Financial
Michigan
$421K – – –
29 30
31
32 33