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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1001
Gotham Asset Management
New York
$312K +$312K +8,504 New
SNT
1002
Security National Trust
West Virginia
$310K +$72.5K +1,980 +31%
IIM
1003
Ipswich Investment Management
Massachusetts
$308K – – –
AWMG
1004
Alliance Wealth Management Group
New Jersey
$308K +$308K +8,416 New
PCM
1005
Pointe Capital Management
Michigan
$306K – – –
RB
1006
Rodgers Brothers
Pennsylvania
$306K – – –
BJL
1007
Brighton Jones LLC
Washington
$305K -$1.61K -44 -0.5%
SFG
1008
Summit Financial Group
West Virginia
$303K -$22.6K -616 -7%
AAM
1009
Aureus Asset Management
Massachusetts
$303K +$70.6K +1,928 +30%
AAC
1010
Asset Advisors Corp
Georgia
$302K – – –
LWAC
1011
Laurel Wealth Advisors (California)
California
$298K -$3.37K -92 -1%
ACM
1012
Argyle Capital Management
Pennsylvania
$298K – – –
LIA
1013
LBMC Investment Advisors
Tennessee
$296K +$18K +492 +6%
BCA
1014
Bernzott Capital Advisors
California
$293K – – –
BT
1015
Brandywine Trust
Delaware
$293K – – –
DG
1016
Davidson & Garrard
Virginia
$293K – – –
CFSG
1017
Community Financial Services Group
Vermont
$293K +$293K +8,000 New
SFP
1018
Shepherd Financial Partners
Massachusetts
$292K – – –
WDL
1019
Well Done LLC
Michigan
$291K -$4.4K -120 -1%
CD
1020
Carl Domino
Florida
$290K – – –
ANTB
1021
AMG National Trust Bank
Colorado
$288K -$1.47K -40 -0.5%
BAM
1022
Belpointe Asset Management
Nevada
$286K +$286K +7,808 New
CCM
1023
Cribstone Capital Management
Maine
$284K – – –
SWM
1024
SVA Wealth Management
Wisconsin
$284K +$13.5K +368 +5%
FMWA
1025
Forvis Mazars Wealth Advisors
Missouri
$283K -$1.91K -52 -0.7%
39 40
41
42 43