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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
TDWM
2501
Topel & Distasi Wealth Management
California
$275K – – –
EF
2502
Entrust Financial
Pennsylvania
$275K – – –
RWM
2503
Riverbend Wealth Management
South Carolina
$274K +$27.9K +308 +11%
AWG
2504
Altus Wealth Group
Colorado
$274K -$36.3K -401 -11%
SFB
2505
STAR Financial Bank
Indiana
$274K +$11.9K +132 +4%
HFS
2506
Hoge Financial Services
Pennsylvania
$274K -$4.7K -52 -2%
OFW
2507
Omnia Family Wealth
Florida
$273K – – –
WP
2508
WealthSpring Partners
California
$273K – – –
SRC
2509
Shufro Rose & Co
New York
$272K +$45.2K +500 +19%
JWM
2510
JPL Wealth Management
Colorado
$270K -$2.35K -26 -0.8%
SLWA
2511
San Luis Wealth Advisors
California
$270K +$3.26K +36 +1%
CIG
2512
Cascade Investment Group
Colorado
$269K +$278K +3,070 New
MSWM
2513
McGlone Suttner Wealth Management
Wisconsin
$269K -$14.3K -158 -5%
WA
2514
Waddell & Associates
Tennessee
$269K -$3.89K -43 -1%
SSA
2515
South Street Advisors
New York
$269K – – –
HEM
2516
Henson-Edgewater Management
Ohio
$268K – – –
CPA
2517
Capital Performance Advisors
California
$268K -$188K -2,074 -40%
BPW
2518
BlueDoor Private Wealth
Massachusetts
$268K +$3.71K +41 +1%
AIA
2519
Armor Investment Advisors
North Carolina
$268K -$5.52K -61 -2%
LK
2520
Lumbard & Kellner
New Hampshire
$268K – – –
1WA
2521
180 Wealth Advisors
Washington
$267K +$22.8K +252 +9%
MF
2522
Meridian Financial
Massachusetts
$267K – – –
DM
2523
Diversified Management
Wisconsin
$266K -$26K -287 -9%
FFA
2524
Frazier Financial Advisors
Ohio
$266K +$10.9K +120 +4%
VIPI
2525
Vista Investment Partners II
Indiana
$265K +$4.34K +48 +2%
99 100
101
102 103