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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
2726
CTC Alternative Strategies
Illinois
$214K +$204K +2,300 New
PCA
2727
Peddock Capital Advisors
Massachusetts
$213K +$204K +2,297 New
AIM
2728
AMI Investment Management
Indiana
$213K +$204K +2,290 New
GWWM
2729
Great Waters Wealth Management
Minnesota
$213K +$203K +2,288 New
HIA
2730
HTG Investment Advisors
Connecticut
$212K +$203K +2,283 New
MWM
2731
Mascagni Wealth Management
Mississippi
$212K +$203K +2,280 New
FWM
2732
FMB Wealth Management
California
$211K -$45K -506 -18%
LWM
2733
Lionshead Wealth Management
New York
$211K +$202K +2,274 New
CC
2734
Clearwave Capital
California
$211K +$202K +2,271 New
CCP
2735
Cane Capital Partners
Louisiana
$211K -$44.5K -500 -18%
MSR
2736
Main Street Research
Connecticut
$210K -$47K -529 -19%
CC
2737
Cornerstone Capital
California
$210K +$201K +2,260 New
SIS
2738
Strategic Investment Solutions
Illinois
$210K +$2.31K +26 +1%
PA
2739
Planning Alternatives
Michigan
$210K +$201K +2,256 New
MTC
2740
McDaniel Terry & Co
Texas
$209K +$200K +2,254 New
OAS
2741
Optivise Advisory Services
Tennessee
$209K +$200K +2,252 New
TP
2742
Thayer Partners
Pennsylvania
$209K +$200K +2,251 New
MWP
2743
Meridian Wealth Partners
Pennsylvania
$209K +$200K +2,249 New
PW
2744
Potentia Wealth
California
$209K +$200K +2,248 New
TP
2745
TritonPoint Partners
Maryland
$209K +$200K +2,246 New
WRPWM
2746
Werba Rubin Papier Wealth Management
California
$208K +$200K +2,244 New
FFO
2747
Fortitude Family Office
Arizona
$208K +$25.1K +282 +14%
TCM
2748
Thoma Capital Management
Maryland
$208K +$199K +2,242 New
MIM
2749
MTM Investment Management
South Carolina
$208K – – –
VCP
2750
Verus Capital Partners
Arizona
$207K +$199K +2,233 New
108 109
110
111 112