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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1101
Valued Wealth Advisors
Utah
$35.7K – – –
VNA
1102
Valley National Advisers
Pennsylvania
$35K – – –
MWA
1103
Medallion Wealth Advisors
Connecticut
$34.8K – – –
CFFP
1104
Center for Financial Planning
Michigan
$34.7K – – –
OP
1105
ORG Partners
Indiana
$34.4K +$13.8K +130 +66%
KIM
1106
Kestra Investment Management
Texas
$34.3K – – –
PFPT
1107
Pinnacle Financial Partners (Tennessee)
Tennessee
$34.2K – – –
PFSC
1108
Peoples Financial Services Corp
Pennsylvania
$34K – – –
NC
1109
NewSquare Capital
Pennsylvania
$31.8K +$12.2K +115 +61%
SCM
1110
Silvant Capital Management
Georgia
$30.2K – – –
APW
1111
Atlantic Private Wealth
North Carolina
$29.9K +$319 +3 +1%
NECFA
1112
New England Capital Financial Advisors
Connecticut
$29K +$21.5K +202 +266%
WOC
1113
West Oak Capital
California
$28.7K +$338K +3,175 +13%
PMIM
1114
Prudent Man Investment Management
Colorado
$28.2K – – –
LAM
1115
LOM Asset Management
$28K +$28.2K +265 New
OCM
1116
Osterweis Capital Management
California
$27.3K +$27.9K +262 New
PGAM
1117
Princeton Global Asset Management
New Jersey
$27.3K +$106 +1 +0.4%
CT
1118
Coastline Trust
Rhode Island
$27.2K -$4.68K -44 -14%
PMFA
1119
Plante Moran Financial Advisors
Michigan
$26.7K – – –
HFS
1120
Hughes Financial Services
Virginia
$26.6K -$1.6K -15 -6%
CAWM
1121
Capital A Wealth Management
Pennsylvania
$26.3K +$32.7K +307 +5,117%
MHR
1122
Matthew Hamilton Rosenberg
$26.3K – – –
GBT
1123
Grove Bank & Trust
Florida
$26.1K +$9.15K +86 +52%
BC
1124
Bayforest Capital
United Kingdom
$25.6K +$26.2K +246 New
CBT
1125
CoreFirst Bank & Trust
Kansas
$25.5K +$26.1K +245 New
43 44
45
46 47