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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
976
Atlantic Family Wealth
Florida
$278K – – –
MIM
977
Meridiem Investment Management
United Kingdom
$278K – – –
BEAM
978
Baker Ellis Asset Management
Washington
$277K – – –
HP
979
Hilltop Partners
Indiana
$277K – – –
FFA
980
First Foundation Advisors
California
$276K -$5.48K -48 -2%
CIA
981
Choate Investment Advisors
Massachusetts
$276K – – –
TCA
982
Transcend Capital Advisors
New Jersey
$275K +$269K +2,355 New
WF
983
WoodTrust Financial
Wisconsin
$274K -$226K -1,978 -46%
SFS
984
Sowell Financial Services
Arkansas
$273K -$14K -123 -5%
AWE
985
Avidian Wealth Enterprises
Texas
$273K +$16.9K +148 +7%
SPC
986
Spirepoint Private Client
Florida
$272K +$4.68K +41 +2%
LC
987
LCNB Corp
Ohio
$271K – – –
HCP
988
Hexagon Capital Partners
Arkansas
$269K +$18.9K +166 +8%
PVI
989
Pine Valley Investments
New Jersey
$268K +$30.5K +267 +13%
PHWA
990
Petersen Hastings Wealth Advisors
Washington
$267K +$114 +1 +0%
HCM
991
Howard Capital Management
Georgia
$266K +$260K +2,280 New
AWAP
992
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$266K -$3.65K -32 -1%
VA
993
VestGen Advisors
Illinois
$264K -$43.4K -380 -14%
RAM
994
Readystate Asset Management
Illinois
$264K +$258K +2,261 New
GCP
995
Guardian Capital (Pennsylvania)
Pennsylvania
$263K -$51.5K -451 -17%
CIM
996
Cambria Investment Management
California
$263K +$1.71K +15 +0.7%
FMTC
997
Farmers & Merchants Trust Company
California
$263K +$26.6K +233 +12%
LI
998
LMCG Investments
Massachusetts
$262K +$56.5K +495 +28%
OPF
999
Old Peak Finance
North Carolina
$261K +$255K +2,237 New
MPWT
1000
MassMutual Private Wealth & Trust
Connecticut
$260K +$2.28K +20 +0.9%
38 39
40
41 42