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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
776
CFM Wealth Partners
Texas
$125K +$118K +1,297 New
FP
777
Financial Perspectives
Minnesota
$123K +$122K +1,338 New
KPW
778
Kore Private Wealth
New York
$117K +$116K +1,267 New
PCM
779
Penserra Capital Management
California
$111K -$1.5M -16,499 -94%
CCA
780
Column Capital Advisors
Indiana
$111K +$110K +1,204 New
RIA
781
Realta Investment Advisors
Delaware
$110K -$14K -154 -11%
BWM
782
BerganKDV Wealth Management
Minnesota
$109K +$5.83K +64 +6%
CCM
783
Covington Capital Management
California
$106K – – –
ONST
784
Old North State Trust
North Carolina
$106K – – –
PAM
785
Paradigm Asset Management
New York
$96.8K -$82.1K -900 -46%
TSW
786
Thompson Siegel & Walmsley
Virginia
$96K +$10.5K +115 +12%
BBHC
787
Brown Brothers Harriman & Co
New York
$94K +$54.7K +600 +142%
DOA
788
D'Orazio & Associates
Virginia
$93K – – –
RFA
789
Reilly Financial Advisors
California
$87K -$665K -7,296 -89%
CAL
790
Capital Advisors Ltd
Ohio
$86K – – –
GLI
791
Guardian Life Insurance
New York
$86K +$912 +10 +1%
OSAM
792
O'Shaughnessy Asset Management
Connecticut
$86K +$84.6K +928 New
BAM
793
Barrett Asset Management
New York
$85K – – –
FWM
794
FSA Wealth Management
Massachusetts
$83K +$82.1K +900 New
SCA
795
Stonebridge Capital Advisors
Minnesota
$80K – – –
PWP
796
Personal Wealth Partners
Minnesota
$78K – – –
PGAM
797
Princeton Global Asset Management
New Jersey
$78K +$76.7K +841 New
TCOV
798
Trust Company of Vermont
Vermont
$77K – – –
LWM
799
Liberty Wealth Management
California
$76K -$91 -1 -0.1%
SWM
800
Sugarloaf Wealth Management
Georgia
$75K +$73.8K +809 New
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