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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
926
Planning Center Inc
Illinois
$273K -$108 -1 -0%
TNBTD
927
Trustmark National Bank Trust Department
Mississippi
$273K -$9.76K -90 -4%
MIM
928
Meridiem Investment Management
United Kingdom
$273K – – –
PW
929
PUREfi Wealth
Massachusetts
$272K -$16.7K -154 -6%
BEAM
930
Baker Ellis Asset Management
Washington
$272K +$257K +2,372 New
LWM
931
Liberty Wealth Management
California
$272K +$3.25K +30 +1%
AUB
932
Atlantic Union Bankshares
Virginia
$270K +$175K +1,618 +219%
CIA
933
Choate Investment Advisors
Massachusetts
$269K -$101K -935 -28%
OF
934
Optimize Financial
California
$268K +$254K +2,342 New
TWP
935
Tower Wealth Partners
Pennsylvania
$268K +$4.01K +37 +2%
KCP
936
Kera Capital Partners
California
$268K +$38.9K +359 +18%
SPC
937
Spirepoint Private Client
Florida
$267K +$37.8K +349 +18%
LC
938
LCNB Corp
Ohio
$266K – – –
RBFC
939
Roman Butler Fullerton & Co
Missouri
$265K – – –
FFG
940
Fiduciary Financial Group
California
$264K – – –
MSFS
941
Main Street Financial Solutions
Pennsylvania
$264K +$542 +5 +0.2%
FMTCOCP
942
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$264K – – –
IC
943
IEQ Capital
California
$261K -$19.6K -181 -7%
AWM
944
Aprio Wealth Management
Georgia
$260K +$246K +2,273 New
MPWT
945
MassMutual Private Wealth & Trust
Connecticut
$259K -$33.1K -305 -12%
ESB
946
Essex Savings Bank
Connecticut
$258K +$650 +6 +0.3%
AWAP
947
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$257K +$7.26K +67 +3%
TAM
948
Tocqueville Asset Management
New York
$256K +$242K +2,235 New
PFA
949
Pure Financial Advisors
California
$256K +$31.6K +292 +15%
LFG
950
Lockerman Financial Group
California
$255K -$325 -3 -0.1%
36 37
38
39 40