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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
951
Syon Capital
California
$238K +$223K +2,180 New
LAM
952
Longboard Asset Management
Arizona
$237K – – –
HIMS
953
Hager Investment Management Services
New Hampshire
$236K – – –
GSWA
954
Good Steward Wealth Advisors
Tennessee
$236K +$221K +2,166 New
FFG
955
Fiduciary Financial Group
California
$235K -$42.3K -414 -16%
AWAP
956
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$235K +$220K +2,154 New
FMTC
957
Farmers & Merchants Trust Company
California
$234K -$51.1K -500 -19%
HR
958
Howe & Rusling
New York
$231K +$217K +2,123 New
ECM
959
Evergreen Capital Management
Washington
$231K +$217K +2,121 New
ANTB
960
AMG National Trust Bank
Colorado
$231K +$216K +2,119 New
PCWA
961
Pacific Capital Wealth Advisors
California
$230K – – –
TTWM
962
TCV Trust & Wealth Management
Virginia
$228K +$214K +2,095 New
TWP
963
Tyche Wealth Partners
Texas
$227K -$760K -7,438 -78%
NRS
964
Neville Rodie & Shaw
New York
$226K +$212K +2,078 New
PVI
965
Pine Valley Investments
New Jersey
$225K +$211K +2,069 New
EFS
966
Essex Financial Services
Connecticut
$225K -$7.97K -78 -4%
CWM
967
Connecticut Wealth Management
Connecticut
$225K +$211K +2,067 New
MFGM
968
Marshall Financial Group (Maryland)
Maryland
$225K -$13.5K -132 -6%
PFA
969
Plotkin Financial Advisors
Maryland
$223K +$209K +2,042 New
PIN
970
Prudent Investors Network
California
$222K +$208K +2,040 New
SFC
971
Strategic Financial Concepts
Texas
$222K +$208K +2,039 New
B
972
Bailard
California
$222K +$208K +2,037 New
AWM
973
Avior Wealth Management
Nebraska
$221K – – –
FGP
974
Freestone Grove Partners
California
$220K +$206K +2,015 New
BC
975
Bowman & Company
Wisconsin
$219K +$205K +2,005 New
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39
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