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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
876
OneAscent Financial Services
Alabama
$353K -$67.1K -588 -16%
LIA
877
LS Investment Advisors
Michigan
$350K – – –
CW
878
Code Waechter
Florida
$350K +$66.4K +582 +24%
JCM
879
Jacobi Capital Management
Pennsylvania
$350K -$2.4K -21 -0.7%
DWM
880
Defined Wealth Management
Oregon
$349K +$1.94K +17 +0.6%
BOS
881
Bank of Stockton
California
$348K – – –
MWP
882
Madison Wealth Partners
Wisconsin
$348K +$13K +114 +4%
GWM
883
Graybill Wealth Management
Illinois
$348K – – –
CI
884
Cigna Investments
Connecticut
$348K -$17.8K -156 -5%
MFS
885
Mirabella Financial Services
United Kingdom
$348K +$340K +2,980 New
TRCT
886
Tower Research Capital (TRC)
New York
$346K -$939K -8,229 -74%
FCP
887
Fidelis Capital Partners
Florida
$344K +$13.1K +115 +4%
CFGSD
888
Compass Financial Group (South Dakota)
South Dakota
$343K – – –
SIA
889
Sovereign Investment Advisors
Arizona
$343K – – –
FNFDCM
890
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$342K – – –
BIA
891
Beacon Investment Advisors
Maryland
$340K +$799 +7 +0.2%
PWP
892
Principle Wealth Partners
Connecticut
$338K – – –
CAM
893
Concorde Asset Management
Michigan
$338K +$104K +915 +46%
FWA
894
FSM Wealth Advisors
Ohio
$337K +$228 +2 +0.1%
EA
895
Everpar Advisors
Oklahoma
$337K +$47.9K +420 +17%
VFA
896
Valeo Financial Advisors
Indiana
$336K +$71.7K +628 +28%
BRWA
897
B. Riley Wealth Advisors
Florida
$335K -$32.7K -287 -9%
SAG
898
SageView Advisory Group
California
$334K -$53.7K -471 -14%
SG
899
StoneX Group
New York
$333K +$324K +2,844 New
TFS
900
truNorth Financial Services
Pennsylvania
$332K – – –
34 35
36
37 38