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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
1101
Compagnie Lombard Odier SCmA
Switzerland
$294K -$233K -6,036 -44%
FWM
1102
Focused Wealth Management
New York
$294K +$185K +4,800 +175%
IP
1103
Investment Partners
Ohio
$293K +$290K +7,508 New
WP
1104
WealthPLAN Partners
Nebraska
$292K +$45.7K +1,184 +19%
STA
1105
Summit Trail Advisors
New York
$292K +$297K +7,704 New
AFA
1106
Aurora Financial Advisors
Massachusetts
$289K +$286K +7,412 New
DY
1107
Dowling & Yahnke
California
$288K +$2.01K +52 +0.7%
FMWA
1108
Forvis Mazars Wealth Advisors
Missouri
$287K -$14.2K -368 -5%
PAM
1109
Palisade Asset Management
Minnesota
$287K – – –
HW
1110
Hancock Whitney
Mississippi
$286K -$13K -336 -4%
RB
1111
Rodgers Brothers
Pennsylvania
$285K -$40.3K -1,044 -13%
VA
1112
Valmark Advisers
Ohio
$285K +$282K +7,292 New
GAM
1113
Gould Asset Management
California
$284K -$10K -260 -3%
WAOTB
1114
Wealth Advisors of Tampa Bay
Florida
$284K +$286K +7,420 New
SC
1115
Schulhoff & Co
Ohio
$282K -$6.95K -180 -2%
QCG
1116
Quadrant Capital Group
Ohio
$282K +$28.7K +744 +11%
HKIM
1117
Hayek Kallen Investment Management
Alabama
$281K – – –
AIA
1118
Avalon Investment & Advisory
Texas
$281K +$278K +7,200 New
FI
1119
FormulaFolio Investments
Michigan
$280K -$11.3K -292 -4%
IUHSA
1120
Itau Unibanco Holding S.A.
Brazil
$280K +$49.7K +1,288 +22%
SFA
1121
Stewardship Financial Advisors
Georgia
$278K +$31.8K +824 +13%
GAG
1122
GM Advisory Group
New York
$277K +$274K +7,096 New
CF
1123
Centaurus Financial
California
$275K +$272K +7,052 New
HCM
1124
Hollencrest Capital Management
California
$272K – – –
PMFA
1125
Plante Moran Financial Advisors
Michigan
$271K -$1.7K -44 -0.6%
43 44
45
46 47