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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
801
Kohmann Bosshard Financial Services
Ohio
$212K – – –
BAM
802
Berkshire Asset Management
Pennsylvania
$210K -$2.83K -30 -1%
MWPCG
803
Measured Wealth Private Client Group
New Hampshire
$210K – – –
IP
804
Investment Partners
Ohio
$210K +$1.23K +13 +0.6%
SEC
805
Seven Eight Capital
New York
$210K +$199K +2,107 New
LWM
806
Liberty Wealth Management
California
$209K -$37.6K -398 -16%
OMC
807
Old Mission Capital
Illinois
$209K +$198K +2,097 New
WP
808
WealthShield Partners
North Carolina
$208K -$107K -1,138 -35%
LMKC
809
L.M. Kohn & Company
Ohio
$208K +$197K +2,081 New
PFO
810
Pathstone Family Office
New Jersey
$207K -$59.3K -628 -24%
BRM
811
Boston Research & Management
Massachusetts
$207K – – –
SCM
812
Shelton Capital Management
Colorado
$206K – – –
DE
813
Day & Ennis
Georgia
$205K +$194K +2,055 New
DHFB
814
Dixon Hubard Feinour & Brown
Virginia
$205K +$194K +2,058 New
HWM
815
Horizon Wealth Management
Illinois
$204K +$193K +2,040 New
PFA
816
Plotkin Financial Advisors
Maryland
$204K +$193K +2,042 New
EFSCE
817
Enterprise Financial Services Corp (EFSC)
Missouri
$203K -$18.7K -198 -9%
IWP
818
IAG Wealth Partners
Wisconsin
$203K -$10.7K -113 -5%
CISOA
819
Capital Investment Services of America
Wisconsin
$203K – – –
IIA
820
Integral Investment Advisors
California
$203K +$192K +2,036 New
BWM
821
Blossom Wealth Management
California
$202K +$191K +2,021 New
MC
822
Machina Capital
France
$202K +$191K +2,026 New
CWP
823
Concord Wealth Partners
Virginia
$195K +$6.14K +65 +3%
AA
824
Addison Advisors
Vermont
$193K – – –
FWM
825
Focused Wealth Management
New York
$192K +$1.51K +16 +0.8%
31 32
33
34 35