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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
801
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$262K +$620 +7 +0.3%
ONSWM
802
Old North State Wealth Management
North Carolina
$262K +$241K +2,717 New
BIA
803
Beacon Investment Advisors
Maryland
$262K +$620 +7 +0.3%
KA
804
Kovack Advisors
Florida
$262K +$1.33K +15 +0.6%
BFM
805
Boston Financial Management
Massachusetts
$260K -$4.61K -52 -2%
LOPW
806
Live Oak Private Wealth
North Carolina
$259K – – –
IIC
807
Ironwood Investment Counsel
Arizona
$258K +$2.75K +31 +1%
CAMG
808
CWA Asset Management Group
Florida
$258K +$238K +2,684 New
CAM
809
Chesapeake Asset Management
New York
$258K +$8.24K +93 +4%
CAAS
810
Capital Asset Advisory Services
Michigan
$257K – – –
IB
811
Intrust Bank
Kansas
$257K +$237K +2,674 New
IA
812
IFG Advisors
Missouri
$257K – – –
CCA
813
Cobblestone Capital Advisors
New York
$254K +$234K +2,637 New
FFG
814
Fiduciary Financial Group
California
$253K +$6.91K +78 +3%
BFIM
815
Beese Fulmer Investment Management
Ohio
$253K – – –
BCM
816
Bayesian Capital Management
New York
$250K -$1.87M -21,100 -89%
JGUA
817
John G. Ullman & Associates
New York
$249K – – –
LFS
818
Legacy Financial Strategies
Kansas
$249K +$229K +2,585 New
TFGT
819
TS Financial Group (TSFG)
Illinois
$248K – – –
PWAM
820
Pinnacle West Asset Management
Wyoming
$247K +$227K +2,565 New
AF
821
Advisornet Financial
Minnesota
$247K +$23.4K +264 +11%
NPF
822
Norris Perne & French
Michigan
$244K +$225K +2,542 New
CIA
823
Choate Investment Advisors
Massachusetts
$243K -$6.65K -75 -3%
FIB
824
First Interstate Bank
Montana
$243K +$224K +2,525 New
WAP
825
Wealthcare Advisory Partners
Pennsylvania
$242K -$65K -734 -23%
31 32
33
34 35