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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1251
Plante Moran Financial Advisors
Michigan
$18.1K -$11.2K -100 -39%
CFSG
1252
Community Financial Services Group
Vermont
$17.8K +$17.2K +153 New
EFMH
1253
E Fund Management (HK)
Hong Kong
$17.5K – – –
NWM
1254
Nova Wealth Management
Florida
$17.1K – – –
S
1255
Sachetta
Massachusetts
$17.1K +$4.38K +39 +36%
KFP
1256
Kerr Financial Planning
California
$17.1K +$225 +2 +1%
C
1257
Covestor
United Kingdom
$17K -$8.09K -72 -33%
WB
1258
Webster Bank
Connecticut
$16.6K – – –
MWM
1259
Magnolia Wealth Management
Alabama
$16.2K +$15.7K +140 New
SHIM
1260
Stone House Investment Management
Pennsylvania
$15.9K +$5.28K +47 +52%
MCA
1261
Midwest Capital Advisors
Michigan
$15.7K – – –
PP
1262
PFS Partners
New Jersey
$15.1K – – –
KAS
1263
Kemnay Advisory Services
New York
$14.8K +$1.46K +13 +11%
RL
1264
Rogco LP
Oklahoma
$14.6K – – –
CPBTD
1265
Central Pacific Bank - Trust Division
Hawaii
$14.2K +$13.8K +123 New
EI
1266
EFG International
$14.2K +$13.8K +123 New
CFS
1267
CGC Financial Services
Oregon
$13.9K – – –
RDFA
1268
Ritter Daniher Financial Advisory
Ohio
$13.8K – – –
AT
1269
Arlington Trust
Alabama
$13.5K +$13.1K +117 New
KB
1270
Kimelman & Baird
New York
$13.4K – – –
GSWM
1271
Golden State Wealth Management
California
$13.3K – – –
TGY2IT
1272
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$13.2K +$12.8K +114 New
DFA
1273
DHJJ Financial Advisors
Illinois
$13K – – –
WAG
1274
Wiser Advisor Group
Arizona
$12.8K – – –
SWP
1275
Strategic Wealth Partners
Ohio
$12.6K – – –
49 50
51
52 53