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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
776
Moment Partners
California
$314K +$324K +3,338 New
MCM
777
Monument Capital Management
Virginia
$314K +$291 +3 +0.1%
SAM
778
Summit Asset Management
Tennessee
$314K – – –
GIA
779
Gladstone Institutional Advisory
Florida
$312K -$388 -4 -0.1%
CFA
780
CWS Financial Advisors
Michigan
$310K +$118K +1,212 +58%
1SB
781
1ST Source Bank
Indiana
$309K +$5.53K +57 +2%
LS
782
Livforsakringsbolaget Skandia
Sweden
$307K – – –
SIAM
783
Sterling Investment Advisors (Missouri)
Missouri
$307K – – –
PWM
784
Perigon Wealth Management
California
$306K +$15.6K +161 +5%
PPWP
785
Premier Path Wealth Partners
New Jersey
$304K +$37.4K +386 +14%
CI
786
Cigna Investments
Connecticut
$304K – – –
P
787
Pitcairn
Pennsylvania
$304K -$5.14K -53 -2%
AO
788
Advisor OS
Illinois
$303K +$10.7K +110 +4%
JCM
789
Jacobi Capital Management
Pennsylvania
$299K +$32.4K +334 +12%
KFGK
790
Keystone Financial Group (Kentucky)
Kentucky
$298K +$97 +1 +0%
AAP
791
Arax Advisory Partners
Colorado
$296K +$251K +2,587 +461%
CWS
792
Cypress Wealth Services
California
$293K +$2.42K +25 +0.8%
GFP
793
Gryphon Financial Partners
Ohio
$292K +$2.33K +24 +0.8%
PP
794
Prudential plc
United Kingdom
$291K -$225K -2,317 -43%
ONSWM
795
Old North State Wealth Management
North Carolina
$289K +$34.5K +356 +13%
BPW
796
Bingham Private Wealth
California
$289K +$298K +3,075 New
CBT
797
Crews Bank & Trust
Florida
$289K +$298K +3,070 New
CFS
798
CRA Financial Services
New Jersey
$287K +$97 +1 +0%
IAIM
799
International Assets Investment Management
Florida
$287K -$10.4K -107 -3%
WWM
800
Western Wealth Management
Colorado
$285K +$27.6K +285 +10%
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