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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
851
Richardson Financial Services
Massachusetts
$99.1K +$96.9K +1,177 New
GJIA
852
Glass Jacobson Investment Advisors
Maryland
$98.3K – – –
TWM
853
Tradition Wealth Management
Minnesota
$94K -$2.96K -36 -3%
USB
854
Union Savings Bank
Connecticut
$92.6K – – –
IFS
855
Intelligent Financial Strategies
Minnesota
$89.1K – – –
TFM
856
TFC Financial Management
Massachusetts
$89K +$412 +5 +0.5%
WT
857
Whittier Trust
California
$87.1K -$4.28K -52 -5%
SIS
858
Strategic Investment Solutions
Illinois
$86.5K -$5.19M -63,075 -98%
FPFS
859
First Personal Financial Services
North Carolina
$85.9K -$4.61K -56 -5%
LFG
860
Larson Financial Group
Missouri
$84.3K +$165 +2 +0.2%
AA
861
Alta Advisers
United Kingdom
$84.2K – – –
PB
862
Pinnacle Bancorp
Nebraska
$82.7K – – –
CAL
863
Capital Advisors Ltd
Ohio
$79K +$3.29K +40 +4%
APW
864
Atlantic Private Wealth
North Carolina
$77.2K +$741 +9 +1%
NB
865
NBT Bank
New York
$76.1K +$74.4K +904 New
FWM
866
FSA Wealth Management
Massachusetts
$76K +$74.1K +900 New
FPF
867
First Pacific Financial
Washington
$75.9K – – –
BCFD
868
Boit C.F. David
$75.1K – – –
CSWM
869
Cassady Schiller Wealth Management
Ohio
$74.7K – – –
LC
870
Lindbrook Capital
California
$72.6K -$8.48K -103 -11%
SWS
871
SYSTM Wealth Solutions
Illinois
$71.6K +$70.1K +851 New
OA
872
Operose Advisors
Wisconsin
$70K +$4.53K +55 +7%
MHR
873
Matthew Hamilton Rosenberg
$69.5K +$1.65K +20 +2%
OC
874
Oakworth Capital
Alabama
$68.1K – – –
TSW
875
Thompson Siegel & Walmsley
Virginia
$67K -$2.47K -30 -4%
33 34
35
36 37