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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
976
Choate Investment Advisors
Massachusetts
$276K – – –
TCA
977
Transcend Capital Advisors
New Jersey
$275K +$269K +2,355 New
WF
978
WoodTrust Financial
Wisconsin
$274K -$226K -1,978 -46%
SFS
979
Sowell Financial Services
Arkansas
$273K -$14K -123 -5%
AWE
980
Avidian Wealth Enterprises
Texas
$273K +$16.9K +148 +7%
SPC
981
Spirepoint Private Client
Florida
$272K +$4.68K +41 +2%
LC
982
LCNB Corp
Ohio
$271K – – –
HCP
983
Hexagon Capital Partners
Arkansas
$269K +$18.9K +166 +8%
PVI
984
Pine Valley Investments
New Jersey
$268K +$30.5K +267 +13%
PHWA
985
Petersen Hastings Wealth Advisors
Washington
$267K +$114 +1 +0%
HCM
986
Howard Capital Management
Georgia
$266K +$260K +2,280 New
AWAP
987
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$266K -$3.65K -32 -1%
VA
988
VestGen Advisors
Illinois
$264K -$43.4K -380 -14%
RAM
989
Readystate Asset Management
Illinois
$264K +$258K +2,261 New
GCP
990
Guardian Capital (Pennsylvania)
Pennsylvania
$263K -$51.5K -451 -17%
CIM
991
Cambria Investment Management
California
$263K +$1.71K +15 +0.7%
FMTC
992
Farmers & Merchants Trust Company
California
$263K +$26.6K +233 +12%
LI
993
LMCG Investments
Massachusetts
$262K +$56.5K +495 +28%
OPF
994
Old Peak Finance
North Carolina
$261K +$255K +2,237 New
MPWT
995
MassMutual Private Wealth & Trust
Connecticut
$260K +$2.28K +20 +0.9%
SIS
996
Sound Income Strategies
Florida
$259K +$9.13K +80 +4%
BSTWA
997
Blake Schutter Theil Wealth Advisors
Ohio
$259K +$10.8K +95 +4%
LS
998
Livforsakringsbolaget Skandia
Sweden
$258K – – –
PCTC
999
Perkins Coie Trust Company
Washington
$257K – – –
FBT
1000
First Bankers Trust
Kentucky
$257K – – –
38 39
40
41 42