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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
B
926
Bailard
California
$278K -$775 -7 -0.3%
APA
927
Astoria Portfolio Advisors
New York
$277K +$59K +533 +29%
CIAS
928
CFS Investment Advisory Services
New Jersey
$276K +$13K +117 +5%
MIM
929
MTM Investment Management
South Carolina
$275K -$1.66K -15 -0.6%
AIM
930
Advyzon Investment Management
Illinois
$275K +$289K +2,609 New
HWMG
931
Hurlow Wealth Management Group
Indiana
$275K -$20.4K -184 -7%
SGK
932
Steigerwald Gordon & Koch
Virginia
$275K – – –
CISOA
933
Capital Investment Services of America
Wisconsin
$273K – – –
PWAM
934
Pinnacle West Asset Management
Wyoming
$272K – – –
JGUA
935
John G. Ullman & Associates
New York
$271K +$11.1K +100 +4%
CA
936
Continuum Advisory
Idaho
$270K +$3.43K +31 +1%
OA
937
Oxbow Advisors
Texas
$269K – – –
AWM
938
Atticus Wealth Management
Florida
$268K +$2.1K +19 +0.8%
TIA
939
Tandem Investment Advisors
South Carolina
$267K +$4.98K +45 +2%
KFGK
940
Keystone Financial Group (Kentucky)
Kentucky
$266K -$71.2K -643 -20%
PWA
941
Providence Wealth Advisors
Illinois
$266K +$996 +9 +0.4%
IC
942
IEQ Capital
California
$265K +$25.7K +232 +10%
JWM
943
JGP Wealth Management
Oregon
$265K -$12.3K -111 -4%
IAIM
944
International Assets Investment Management
Florida
$264K +$277K +2,506 New
OFS
945
OneAscent Financial Services
Alabama
$264K +$277K +2,500 New
TAM
946
Titleist Asset Management
Texas
$263K +$554 +5 +0.2%
HCM
947
Howard Capital Management
Georgia
$263K +$47.8K +432 +21%
WA
948
Walsh & Associates
Florida
$262K +$275K +2,484 New
IWM
949
Integris Wealth Management
California
$261K – – –
FBT
950
First Bankers Trust
Kentucky
$260K – – –
36 37
38
39 40