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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
GH
751
GAM Holding
Switzerland
$528K +$512K +4,559 New
SWM
752
Segment Wealth Management
Texas
$527K -$36.2K -322 -7%
WPA
753
West Paces Advisors
Georgia
$526K -$19.4K -173 -4%
BMWM
754
Brown Miller Wealth Management
Virginia
$524K -$18.2K -162 -3%
HI
755
Hudock Inc
Pennsylvania
$523K – – –
PWM
756
Perigon Wealth Management
California
$521K +$99K +881 +24%
CTA
757
Chesley Taft & Associates
Illinois
$519K -$9.89K -88 -2%
MIM
758
Marshall Investment Management
Colorado
$519K +$4.16K +37 +0.8%
BFM
759
Boothbay Fund Management
New York
$517K -$566K -5,036 -53%
CA
760
Crewe Advisors
Utah
$507K +$3.26K +29 +0.7%
CTA
761
Colonial Trust Advisors
South Carolina
$506K – – –
MHIC
762
Marble Harbor Investment Counsel
Massachusetts
$506K +$43.4K +386 +10%
CIS
763
Custom Index Systems
New York
$504K -$12.6K -112 -3%
TWM
764
Thrive Wealth Management
Pennsylvania
$502K -$114K -1,013 -19%
FFM
765
Forum Financial Management
Illinois
$500K -$8.2K -73 -2%
CSPIA
766
Cary Street Partners Investment Advisory
Virginia
$500K +$24.7K +220 +5%
WF
767
WoodTrust Financial
Wisconsin
$500K – – –
RAM
768
Redmond Asset Management
Virginia
$498K -$11.2K -100 -2%
KCP
769
Kera Capital Partners
California
$492K +$25.7K +229 +6%
CPSC
770
Carl P. Sherr & Co
Massachusetts
$492K -$4.94K -44 -1%
OC
771
Oarsman Capital
Wisconsin
$491K -$23.6K -210 -5%
FMI
772
Frec Markets Inc
California
$489K +$256K +2,275 +117%
RWM
773
Ritholtz Wealth Management
New York
$488K +$473K +4,213 New
OSNBOA
774
Old Second National Bank of Aurora
Illinois
$486K – – –
ACM
775
AlphaStar Capital Management
North Carolina
$485K +$14.7K +131 +3%
29 30
31
32 33