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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
801
Sowell Financial Services
Arkansas
$386K +$29.5K +266 +8%
AU
802
AlphaGrep UK
$386K +$405K +3,660 New
DSC
803
Duncker Streett & Co
Missouri
$386K -$1.11K -10 -0.3%
CAI
804
Capital Advisors Inc
Oklahoma
$383K – – –
PWM
805
Perigon Wealth Management
California
$382K -$16.1K -145 -4%
DAS
806
Dynamic Advisor Solutions
Arizona
$381K -$151K -1,365 -27%
IA
807
Integrity Alliance
Iowa
$380K +$80.3K +725 +25%
NP
808
Nilsine Partners
Colorado
$378K +$5.42K +49 +1%
MGIA
809
Moneta Group Investment Advisors
Missouri
$377K -$110K -993 -22%
OCA
810
OpenArc Corporate Advisory
Georgia
$377K +$396K +3,576 New
MPM
811
Meritage Portfolio Management
Kansas
$377K -$12.4K -112 -3%
IP
812
Indivisible Partners
Florida
$374K +$393K +3,547 New
LW
813
Livet Wealth
Utah
$372K +$390K +3,526 New
CE
814
Cornerstone Enterprises
Wisconsin
$372K +$390K +3,524 New
SWTS
815
Stonehaven Wealth & Tax Solutions
Wisconsin
$369K – – –
W
816
Wealthquest
Ohio
$367K +$386K +3,482 New
RMCM
817
Reynders McVeigh Capital Management
Massachusetts
$365K +$443 +4 +0.1%
FMI
818
F/M Investments
District of Columbia
$365K – – –
CS
819
Candriam SCA
Luxembourg
$364K +$383K +3,456 New
GSB
820
Greenfield Savings Bank
Massachusetts
$364K -$55.6K -502 -13%
WPC
821
Wedmont Private Capital
Pennsylvania
$363K -$29.8K -269 -7%
CAMG
822
CWA Asset Management Group
Florida
$362K +$3.99K +36 +1%
AWM
823
Aprio Wealth Management
Georgia
$362K +$128K +1,155 +51%
SAM
824
Strategy Asset Managers
California
$361K +$3.77K +34 +1%
GSEP
825
Golden State Equity Partners
California
$359K -$36.3K -328 -9%
31 32
33
34 35