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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
826
Ironwood Investment Counsel
Arizona
$208K -$3.74K -46 -2%
CA
827
Continuum Advisory
Idaho
$207K +$105K +1,297 +97%
PSC
828
Portman Square Capital
United Kingdom
$206K +$214K +2,629 New
BFIM
829
Beese Fulmer Investment Management
Ohio
$206K – – –
LA
830
Lifeworks Advisors
Michigan
$206K +$213K +2,620 New
DFCM
831
Dark Forest Capital Management
Puerto Rico
$205K +$212K +2,615 New
CIA
832
Choate Investment Advisors
Massachusetts
$204K +$4.79K +59 +2%
MPPLM
833
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$203K – – –
CAM
834
Chesapeake Asset Management
New York
$203K -$5.69K -70 -3%
JGUA
835
John G. Ullman & Associates
New York
$203K +$11.1K +137 +6%
SPC
836
Spirepoint Private Client
Florida
$202K -$13.1K -161 -6%
TFGT
837
TS Financial Group (TSFG)
Illinois
$202K +$4.06K +50 +2%
IIM
838
Ipswich Investment Management
Massachusetts
$202K – – –
XT
839
XTX Topco
Cayman Islands
$202K -$361K -4,440 -63%
UB
840
UMB Bank
Missouri
$196K -$57.4K -706 -22%
RI
841
Ridgewood Investments
New Jersey
$196K +$203K +2,496 New
DSC
842
Duncker Streett & Co
Missouri
$195K – – –
DF
843
Dunhill Financial
United Kingdom
$186K +$191K +2,348 +9,392%
MMG
844
Monetary Management Group
Missouri
$184K – – –
TH
845
TCTC Holdings
Texas
$183K – – –
AF
846
Advisornet Financial
Minnesota
$181K +$103K +1,268 +123%
FMTCOCP
847
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$180K -$6.01K -74 -3%
VEA
848
Virtus ETF Advisers
New York
$176K +$5.44K +67 +3%
PCTC
849
Perkins Coie Trust Company
Washington
$173K – – –
MPWT
850
MassMutual Private Wealth & Trust
Connecticut
$168K -$27.6K -340 -14%
32 33
34
35 36