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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1026
OneAscent Financial Services
Alabama
– -$365K -4,137 Closed
CT
1027
Coastline Trust
Rhode Island
– -$336K -3,813 Closed
FBT
1028
First Bankers Trust
Kentucky
– -$324K -3,677 Closed
LFAS
1029
Level Four Advisory Services
Texas
– -$319K -3,618 Closed
CA
1030
Crewe Advisors
Utah
– -$302K -3,423 Closed
CW
1031
CreativeOne Wealth
Kansas
– -$302K -3,417 Closed
VIA
1032
Vident Investment Advisory
Georgia
– -$295K -3,334 Closed
VFA
1033
Values First Advisors
Tennessee
– -$272K -3,086 Closed
SIA
1034
Schechter Investment Advisors
Michigan
– -$267K -3,025 Closed
OWM
1035
OneAscent Wealth Management
Alabama
– -$266K -3,016 Closed
ATC
1036
Argent Trust Co
Tennessee
– -$258K -2,923 Closed
VWA
1037
V Wealth Advisors
Kansas
– -$244K -2,769 Closed
OCG
1038
Opus Capital Group
Ohio
– -$243K -2,754 Closed
STA
1039
Summit Trail Advisors
New York
– -$234K -2,656 Closed
QT
1040
Quantamental Technologies
New York
– -$230K -2,603 Closed
SW
1041
SkyOak Wealth
Michigan
– -$223K -2,531 Closed
PWM
1042
Perigon Wealth Management
California
– -$222K -2,517 Closed
WPW
1043
Warther Private Wealth
Ohio
– -$222K -2,515 Closed
MCWS
1044
McKinley Carter Wealth Services
West Virginia
– -$222K -2,512 Closed
BSW
1045
Buckingham Strategic Wealth
Missouri
– -$221K -2,504 Closed
PCWA
1046
Pacific Capital Wealth Advisors
California
– -$220K -2,490 Closed
GWP
1047
Gateway Wealth Partners
Wisconsin
– -$219K -2,481 Closed
IWM
1048
Integris Wealth Management
California
– -$219K -2,477 Closed
EWM
1049
Executive Wealth Management
Michigan
– -$218K -2,469 Closed
TNBTD
1050
Trustmark National Bank Trust Department
Mississippi
– -$215K -2,439 Closed
40 41
42
43 44