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WEC Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
801
Cozad Asset Management
Illinois
$204K – – –
BC
802
Bowman & Company
Wisconsin
$204K – – –
GWCM
803
Godshalk Welsh Capital Management
Pennsylvania
$204K – – –
ACA
804
Aptus Capital Advisors
Alabama
$203K +$198K +2,141 New
ISL
805
Ingalls & Snyder LLC
New York
$202K -$3.15K -34 -2%
IB
806
Intrust Bank
Kansas
$202K +$197K +2,128 New
PFBT
807
Parkside Financial Bank & Trust
Missouri
$198K -$92.8K -1,002 -32%
SIM
808
Sentry Investment Management
Wisconsin
$196K – – –
FFA
809
Farther Finance Advisors
California
$193K +$83.5K +902 +80%
CSPIA
810
Cary Street Partners Investment Advisory
Virginia
$191K -$4.81K -52 -3%
FWM
811
Focused Wealth Management
New York
$188K +$1.57K +17 +0.9%
AA
812
Addison Advisors
Vermont
$183K -$37.4K -404 -17%
SWM
813
Spire Wealth Management
Virginia
$176K +$32.3K +349 +23%
M
814
MOTCO
Texas
$172K -$30.2K -326 -15%
OC
815
Oakworth Capital
Alabama
$162K – – –
VIA
816
Virtus Investment Advisers
Connecticut
$161K – – –
CYG
817
Clean Yield Group
Vermont
$158K – – –
CI Investments Inc
818
CI Investments Inc
Ontario, Canada
$152K -$13.5M -146,036 -99%
PPC
819
Park Place Capital
Alabama
$152K -$2.96K -32 -2%
BCA
820
Bray Capital Advisors
Florida
$151K – – –
RTL
821
Red Tortoise LLC
Georgia
$148K +$5.37K +58 +4%
HBT
822
Hills Bank & Trust
Iowa
$147K – – –
AF
823
Advisornet Financial
Minnesota
$147K -$156K -1,682 -52%
MPWT
824
MassMutual Private Wealth & Trust
Connecticut
$145K +$29.5K +319 +26%
SIS
825
Strategic Investment Solutions
Illinois
$142K +$139K +1,502 New