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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2551
AllSquare Wealth Management
New York
$70.9K -$40.1K -568 -36%
BC
2552
Barrett & Company
Rhode Island
$69.2K – – –
CB
2553
CNB Bank
Pennsylvania
$68.8K – – –
T
2554
Tidemark
California
$64.3K +$15.6K +221 +32%
WTFG
2555
Wood Tarver Financial Group
Idaho
$63.4K – – –
EPIMS
2556
Evelyn Partners Investment Management Services
$63.4K +$1.62K +23 +3%
SO
2557
Sierra Ocean
California
$62.3K +$16.7K +237 +37%
SIM
2558
Synergy Investment Management
Florida
$62K +$1.91K +27 +3%
WAG
2559
Wiser Advisor Group
Arizona
$61.8K – – –
MFG
2560
Mendota Financial Group
Wisconsin
$59.5K -$49.8K -705 -46%
PW
2561
Pandora Wealth
Illinois
$59.5K +$59.3K +840 New
CWM
2562
Centricity Wealth Management
Ohio
$58.6K – – –
GIA
2563
GHP Investment Advisors
Colorado
$57.8K -$21.7K -308 -27%
CAM
2564
Creekmur Asset Management
Illinois
$57.7K -$3.67K -52 -6%
SCB
2565
Saudi Central Bank
Saudi Arabia
$57.4K +$57.1K +809 New
SR
2566
Syntax Research
Florida
$57K – – –
CPG
2567
Cornerstone Planning Group
New Jersey
$53.5K -$9.53K -135 -15%
NC
2568
NewSquare Capital
Pennsylvania
$53K +$46.6K +660 +750%
PCTC
2569
Perkins Coie Trust Company
Washington
$52.5K – – –
FCG
2570
Financial Connections Group
California
$51K -$7.06K -100 -12%
PWMG
2571
Private Wealth Management Group
New Jersey
$50.5K +$2.54K +36 +5%
VC
2572
Vestor Capital
Illinois
$50K -$2.82K -40 -5%
BFP
2573
Briaud Financial Planning
Texas
$50K – – –
RCM
2574
Raleigh Capital Management
North Carolina
$49.8K -$324K -4,596 -87%
BDPWM
2575
Barnes Dennig Private Wealth Management
Ohio
$49.6K +$49.4K +700 New
101 102
103
104 105