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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1201
Center for Financial Planning
Michigan
$38.6K – – –
MWA
1202
Medallion Wealth Advisors
Connecticut
$38.4K – – –
OWA
1203
Opal Wealth Advisors
New York
$38.4K +$37.3K +332 New
LI
1204
LRI Investments
Florida
$37.7K +$14.3K +127 +64%
PFSC
1205
Peoples Financial Services Corp
Pennsylvania
$37.7K – – –
VNA
1206
Valley National Advisers
Pennsylvania
$36K -$3.71K -33 -9%
OCWP
1207
Owl Creek Wealth Partners
Colorado
$34.7K +$33.7K +300 New
DWP
1208
Destiny Wealth Partners
Florida
$34.2K +$33.1K +295 New
GA
1209
GoalVest Advisory
New York
$34K – – –
APW
1210
Atlantic Private Wealth
North Carolina
$34K +$337 +3 +1%
PP
1211
Paladin Partners
Wisconsin
$33.7K – – –
SCM
1212
Silvant Capital Management
Georgia
$33.6K – – –
NECFA
1213
New England Capital Financial Advisors
Connecticut
$32.4K +$112 +1 +0.4%
BWA
1214
Basecamp Wealth Advisors
Washington
$32.3K -$9.1K -81 -23%
TC
1215
Truvestments Capital
Florida
$32.2K +$4.72K +42 +18%
PMIM
1216
Prudent Man Investment Management
Colorado
$31.6K – – –
SL
1217
Salomon & Ludwin
Virginia
$31.2K – – –
PGAM
1218
Princeton Global Asset Management
New Jersey
$30.6K +$112 +1 +0.4%
HNB
1219
Hilltop National Bank
Wyoming
$30K +$29.1K +259 New
Q1WB
1220
Quest 10 Wealth Builders
Virginia
$29.2K +$2.47K +22 +10%
VWA
1221
VSM Wealth Advisory
Maryland
$28.9K +$28.1K +250 New
CT
1222
Coastline Trust
Rhode Island
$28.8K – – –
HFS
1223
Hughes Financial Services
Virginia
$28.6K +$1.01K +9 +4%
PWA
1224
Physician Wealth Advisors
Utah
$28.5K +$14.7K +131 +114%
OW
1225
Olistico Wealth
Oklahoma
$28.4K -$14.3K -127 -34%
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