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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
1151
Action Point Financial Planning
Michigan
$85.1K +$83.6K +733 New
GKIM
1152
GW&K Investment Management
Massachusetts
$84K -$1.37K -12 -2%
SFCL
1153
Strengthening Families & Communities LLC
Massachusetts
$79.5K +$1.48K +13 +2%
FC
1154
Financial Consulate
Maryland
$78.1K -$4.45K -39 -6%
FF
1155
Friedenthal Financial
New Jersey
$77.8K +$72.4K +635 +2,048%
AT
1156
Avalon Trust
New Mexico
$77.8K -$17.1K -150 -18%
IBOK
1157
Independence Bank of Kentucky
Kentucky
$76.6K – – –
CYG
1158
Clean Yield Group
Vermont
$72K – – –
FWA
1159
Flagship Wealth Advisors
Massachusetts
$70.1K – – –
TLA
1160
Tanglewood Legacy Advisors
Texas
$70.1K – – –
AA
1161
Ancora Advisors
Ohio
$69.6K -$11.2K -98 -14%
MCM
1162
Manchester Capital Management
Vermont
$69.5K +$1.25K +11 +2%
RF
1163
Robbins Farley
New Hampshire
$68.2K – – –
SJIM
1164
St. Johns Investment Management
Florida
$67.7K – – –
CB
1165
CNB Bank
Pennsylvania
$65.9K – – –
SOAM
1166
SBI Okasan Asset Management
Japan
$65.6K +$63.2K +554 New
API
1167
Asset Planning Inc
California
$65.2K – – –
CFO
1168
CVA Family Office
Colorado
$63.6K -$2.97K -26 -5%
BC
1169
Barrett & Company
Rhode Island
$63.1K – – –
CPG
1170
Cornerstone Planning Group
New Jersey
$63K -$4.79K -42 -7%
KFAS
1171
Keating Financial Advisory Services
Kansas
$62.2K +$13K +114 +27%
B
1172
Bayban
Minnesota
$60.7K – – –
SIC
1173
Salem Investment Counselors
North Carolina
$60.6K – – –
BGAI
1174
Bruce G. Allen Investments
Colorado
$60.4K +$2.4K +21 +4%
HWA
1175
HHM Wealth Advisors
Tennessee
$60.2K +$3.54K +31 +6%
45 46
47
48 49