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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
1026
KilterHowling LLC
Colorado
$237K +$1.46K +13 +0.6%
SCA
1027
Stokes Capital Advisors
South Carolina
$237K +$230K +2,050 New
VAG
1028
VisionPoint Advisory Group
Texas
$237K -$8.99K -80 -4%
IC
1029
Inscription Capital
Texas
$237K +$1.01K +9 +0.4%
PFA
1030
Plotkin Financial Advisors
Maryland
$236K – – –
CA
1031
COFG Advisors
Illinois
$236K +$1.8K +16 +0.8%
PAM
1032
Panagora Asset Management
Massachusetts
$236K -$783K -6,973 -77%
PL
1033
Plancorp LLC
Missouri
$236K +$3.71K +33 +2%
AOWM
1034
Asset One Wealth Management
Washington
$236K -$15.5K -138 -6%
PVI
1035
Pine Valley Investments
New Jersey
$234K -$2.92K -26 -1%
FMTC
1036
Farmers & Merchants Trust Company
California
$233K – – –
FMTCOCP
1037
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$232K – – –
TF
1038
Tompkins Financial
New York
$232K – – –
OWP
1039
ORG Wealth Partners
Texas
$231K +$63.5K +565 +39%
SWA
1040
ShankerValleau Wealth Advisors
Illinois
$231K – – –
CAM
1041
Concorde Asset Management
Michigan
$229K -$4.83K -43 -2%
OA
1042
Oxbow Advisors
Texas
$228K -$65.4K -582 -23%
CBTWT
1043
Community Bank & Trust (Waco, Texas)
Texas
$227K – – –
LI
1044
LVZ Inc
Michigan
$226K +$220K +1,955 New
EIA
1045
Edgemoor Investment Advisors
Maryland
$226K – – –
AA
1046
Addison Advisors
Vermont
$225K – – –
CIA
1047
Cape Investment Advisory
Georgia
$224K +$7.3K +65 +3%
GFA
1048
Gladwyn Financial Advisors
Virginia
$223K – – –
OFS
1049
OMC Financial Services
New York
$223K – – –
DOA
1050
D'Orazio & Associates
Virginia
$222K +$215K +1,914 New
40 41
42
43 44