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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
801
Berkshire Asset Management
Pennsylvania
$210K -$2.83K -30 -1%
MWPCG
802
Measured Wealth Private Client Group
New Hampshire
$210K – – –
IP
803
Investment Partners
Ohio
$210K +$1.23K +13 +0.6%
SEC
804
Seven Eight Capital
New York
$210K +$199K +2,107 New
LWM
805
Liberty Wealth Management
California
$209K -$37.6K -398 -16%
OMC
806
Old Mission Capital
Illinois
$209K +$198K +2,097 New
WP
807
WealthShield Partners
North Carolina
$208K -$107K -1,138 -35%
LMKC
808
L.M. Kohn & Company
Ohio
$208K +$197K +2,081 New
PFO
809
Pathstone Family Office
New Jersey
$207K -$59.3K -628 -24%
BRM
810
Boston Research & Management
Massachusetts
$207K – – –
SCM
811
Shelton Capital Management
Colorado
$206K – – –
DE
812
Day & Ennis
Georgia
$205K +$194K +2,055 New
DHFB
813
Dixon Hubard Feinour & Brown
Virginia
$205K +$194K +2,058 New
HWM
814
Horizon Wealth Management
Illinois
$204K +$193K +2,040 New
PFA
815
Plotkin Financial Advisors
Maryland
$204K +$193K +2,042 New
EFSCE
816
Enterprise Financial Services Corp (EFSC)
Missouri
$203K -$18.7K -198 -9%
IWP
817
IAG Wealth Partners
Wisconsin
$203K -$10.7K -113 -5%
CISOA
818
Capital Investment Services of America
Wisconsin
$203K – – –
IIA
819
Integral Investment Advisors
California
$203K +$192K +2,036 New
BWM
820
Blossom Wealth Management
California
$202K +$191K +2,021 New
MC
821
Machina Capital
France
$202K +$191K +2,026 New
CWP
822
Concord Wealth Partners
Virginia
$195K +$6.14K +65 +3%
AA
823
Addison Advisors
Vermont
$193K – – –
FWM
824
Focused Wealth Management
New York
$192K +$1.51K +16 +0.8%
MG
825
MilWealth Group
Wisconsin
$187K – – –
31 32
33
34 35