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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1026
WealthPLAN Partners
Nebraska
$21K +$21.1K +800 New
CG
1027
Colony Group
Massachusetts
$20K – – –
IMS
1028
Index Management Solutions
Pennsylvania
$19K -$23.6K -896 -55%
TDC
1029
Thompson Davis & Co
Virginia
$19K -$3.59K -136 -15%
UB
1030
UMB Bank
Missouri
$18K +$1.36M +51,644 +8%
WG
1031
Welch Group
Alabama
$15.8K -$83.2K -3,156 -0.5%
WA
1032
WealthTrust-Arizona
Arizona
$15K -$106 -4 -0.7%
BRWM
1033
B. Riley Wealth Management
Tennessee
$14K -$5.28K -200 -27%
EAMA
1034
EFG Asset Management (Americas)
Florida
$14K – – –
TFO
1035
Tarbox Family Office
California
$13K – – –
CTB
1036
Country Trust Bank
Illinois
$12K – – –
IRS
1037
Invictus RG (Singapore)
Singapore
$10K +$10.6K +400 New
TRCT
1038
Tower Research Capital (TRC)
New York
$10K +$10.6K +400 New
PRS
1039
Pinkerton Retirement Specialists
Idaho
$9K – – –
CIM
1040
Contravisory Investment Management
Massachusetts
$8K – – –
CFSG
1041
Community Financial Services Group
Vermont
$8K +$1.37K +52 +20%
OSAM
1042
O'Shaughnessy Asset Management
Connecticut
$8K +$8.12K +308 New
RWM
1043
Raffa Wealth Management
District of Columbia
$7.18K – – –
FNBOO
1044
First National Bank of Omaha
Nebraska
$6.82K +$114K +4,304 +2%
ST
1045
Spot Trading
Illinois
$6K -$1.46M -55,244 -100%
TCA
1046
Tortoise Capital Advisors
Kansas
$6K -$2.74K -104 -30%
BCFS
1047
Butensky & Cohen Financial Security
Florida
$6K – – –
HF
1048
Hoxton Financial
West Virginia
$5K – – –
LWA
1049
Lowe Wealth Advisors
Maryland
$5K +$4.75K +180 New
RBC
1050
Roble Belko & Company
Pennsylvania
$5K +$5.28K +200 New
40 41
42
43 44