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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1001
Mark Sheptoff Financial Planning
Connecticut
$69.6K – – –
OAM
1002
Ostrum Asset Management
France
$67.7K -$3.01K -31 -4%
TCM
1003
TruNorth Capital Management
Michigan
$64.9K – – –
RF
1004
Robbins Farley
New Hampshire
$64.3K +$66.3K +684 New
BBHC
1005
Brown Brothers Harriman & Co
New York
$64.3K -$124K -1,283 -65%
SFCL
1006
Strengthening Families & Communities LLC
Massachusetts
$64K +$582 +6 +0.9%
GM
1007
GeoWealth Management
Illinois
$63.8K -$22.6K -233 -26%
KIM
1008
Kestra Investment Management
Texas
$61.3K +$63.2K +652 New
MCM
1009
Manchester Capital Management
Vermont
$61.2K +$776 +8 +1%
BOJHT
1010
Bank of Jackson Hole Trust
Wyoming
$59.4K +$61.3K +632 New
FNWA
1011
Financial Network Wealth Advisors
Utah
$59.2K -$85.9K -886 -58%
GKIM
1012
GW&K Investment Management
Massachusetts
$58K +$97 +1 +0.2%
PWMG
1013
Prestige Wealth Management Group
New Jersey
$57.6K – – –
HCM
1014
Hollencrest Capital Management
California
$57.6K – – –
TLA
1015
Tanglewood Legacy Advisors
Texas
$56.4K – – –
FWA
1016
Flagship Wealth Advisors
Massachusetts
$56.4K +$58.2K +600 New
PFBT
1017
Parkside Financial Bank & Trust
Missouri
$55.5K +$8.53K +88 +18%
CFB
1018
Cullen/Frost Bankers
Texas
$55.5K +$33.5K +345 +141%
TC
1019
Trust Company
Kansas
$55.3K – – –
AIM
1020
Anchor Investment Management
South Carolina
$55.2K – – –
SJIM
1021
St. Johns Investment Management
Florida
$54.5K – – –
OLVIG
1022
Oliver Lagore Vanvalin Investment Group
Michigan
$54.4K – – –
CSWM
1023
Cassady Schiller Wealth Management
Ohio
$54.4K +$1.36K +14 +2%
CB
1024
CNB Bank
Pennsylvania
$53.2K – – –
CH
1025
Cromwell Holdings
Wyoming
$52.5K – – –
39 40
41
42 43