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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
926
Live Oak Private Wealth
North Carolina
$314K – – –
SP
927
Successful Portfolios
Florida
$314K – – –
HWMG
928
Hurlow Wealth Management Group
Indiana
$313K +$8.44K +74 +3%
SCA
929
Stokes Capital Advisors
South Carolina
$313K +$72.3K +634 +31%
EFS
930
Essex Financial Services
Connecticut
$313K -$2.62K -23 -0.9%
LWM
931
Liberty Wealth Management
California
$311K – – –
HIMC
932
Heritage Investors Management Corp
Maryland
$311K – – –
IIC
933
Ironwood Investment Counsel
Arizona
$310K – – –
PCP
934
Proficio Capital Partners
Massachusetts
$310K +$303K +2,654 New
IWM
935
Integris Wealth Management
California
$308K +$18.4K +161 +6%
DLCIG
936
D.L. Carlson Investment Group
New Hampshire
$308K -$16.1K -141 -5%
B
937
Bailard
California
$308K – – –
CCMG
938
Connecticut Capital Management Group
Connecticut
$308K – – –
BHC
939
Bull Harbor Capital
Maryland
$307K +$300K +2,631 New
CA
940
Commerzbank Aktiengesellschaft
Germany
$307K -$52.4K -459 -15%
PCI
941
Planning Center Inc
Illinois
$305K – – –
MIM
942
MTM Investment Management
South Carolina
$305K – – –
PCM
943
Prelude Capital Management
New York
$304K +$297K +2,606 New
SGK
944
Steigerwald Gordon & Koch
Virginia
$304K – – –
IAIM
945
International Assets Investment Management
Florida
$304K +$25.8K +226 +9%
CI
946
CX Institutional
Indiana
$303K -$456 -4 -0.2%
CAM
947
Cozad Asset Management
Illinois
$302K +$45K +394 +18%
CISOA
948
Capital Investment Services of America
Wisconsin
$302K – – –
JGUA
949
John G. Ullman & Associates
New York
$300K – – –
PWA
950
Providence Wealth Advisors
Illinois
$299K +$114 +1 +0%
36 37
38
39 40