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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
876
Intelligent Financial Strategies
Minnesota
$99.2K – – –
AA
877
Alta Advisers
United Kingdom
$94K – – –
TFM
878
TFC Financial Management
Massachusetts
$93.8K – – –
MG
879
MilWealth Group
Wisconsin
$92.3K – – –
PB
880
Pinnacle Bancorp
Nebraska
$92K – – –
CWC
881
Carolinas Wealth Consulting
North Carolina
$86.5K – – –
CSWM
882
Cassady Schiller Wealth Management
Ohio
$83.8K +$82.6K +894 New
MHR
883
Matthew Hamilton Rosenberg
$82.8K – – –
CAL
884
Capital Advisors Ltd
Ohio
$82K -$11.1K -120 -12%
BCFD
885
Boit C.F. David
$81.3K – – –
ZIG
886
Zullo Investment Group
Pennsylvania
$80.5K +$7.86K +85 +11%
PWMG
887
Prestige Wealth Management Group
New Jersey
$75.3K +$2.5K +27 +3%
TSW
888
Thompson Siegel & Walmsley
Virginia
$75K – – –
MCM
889
Manchester Capital Management
Vermont
$72.2K +$71.2K +770 New
MFG
890
Mendota Financial Group
Wisconsin
$71.6K +$70.6K +764 New
IBOK
891
Independence Bank of Kentucky
Kentucky
$71K – – –
GPI
892
General Partner Inc
Pennsylvania
$68.4K +$67.5K +730 New
FHA
893
First Horizon Advisors
Tennessee
$67.2K -$1.66K -18 -2%
CT
894
Colonial Trust
South Carolina
$66.9K +$65.9K +713 New
HNWAG
895
High Net Worth Advisory Group
Florida
$64.4K +$92 +1 +0.1%
BWM
896
BerganKDV Wealth Management
Minnesota
$64K -$17.1K -185 -21%
OA
897
Operose Advisors
Wisconsin
$63.9K – – –
MSFP
898
Mark Sheptoff Financial Planning
Connecticut
$60.9K – – –
USCWA
899
U.S. Capital Wealth Advisors
Texas
$60.5K +$59.6K +645 New
EWA
900
EverSource Wealth Advisors
Alabama
$57.7K +$14K +151 +33%
34 35
36
37 38