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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
801
Steigerwald Gordon & Koch
Virginia
$222K – – –
MG
802
Meritage Group
California
$222K +$219K +2,367 New
SFG
803
StrategIQ Financial Group
Indiana
$222K -$8.32K -90 -4%
WDL
804
Well Done LLC
Michigan
$221K – – –
MMG
805
Monetary Management Group
Missouri
$220K – – –
DI
806
DFPG Investments
Utah
$220K +$207K +2,240 New
HC
807
Hamilton Capital
Ohio
$219K +$216K +2,337 New
AA
808
Addison Advisors
Vermont
$218K – – –
CW
809
CreativeOne Wealth
Kansas
$218K +$215K +2,325 New
FFP
810
FourThought Financial Partners
Florida
$216K +$213K +2,303 New
PNC
811
Park National Corp
Ohio
$214K -$166K -1,800 -44%
EWA
812
EP Wealth Advisors
California
$214K +$211K +2,278 New
OPCM
813
Osborne Partners Capital Management
California
$213K – – –
PWPS
814
Pinnacle Wealth Planning Services
Ohio
$212K -$185K -2,001 -47%
KBFS
815
Kohmann Bosshard Financial Services
Ohio
$212K +$209K +2,261 New
PCTC
816
Perkins Coie Trust Company
Washington
$212K – – –
RBFC
817
Roman Butler Fullerton & Co
Missouri
$211K +$206K +2,225 New
VWMG
818
Virginia Wealth Management Group
Virginia
$211K – – –
ECM
819
Exchange Capital Management
Michigan
$211K -$6.19K -67 -3%
CWP
820
CFM Wealth Partners
Texas
$210K – – –
PSP
821
Principal Street Partners
Tennessee
$210K -$4.16K -45 -2%
IIM
822
Ipswich Investment Management
Massachusetts
$208K +$205K +2,222 New
TFGT
823
TS Financial Group (TSFG)
Illinois
$208K – – –
PFGIA
824
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$204K +2,208 New
CAMG
825
CWA Asset Management Group
Florida
$207K -$22.5K -244 -10%
31 32
33
34 35