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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1201
WMS Partners
Maryland
$226K -$5.71K -148 -3%
CRIG
1202
Charter Research & Investment Group
Connecticut
$226K +$214K +5,544 New
VIA
1203
Vantage Investment Advisors
Pennsylvania
$225K -$178K -4,608 -46%
VA
1204
Valmark Advisers
Ohio
$225K -$68.3K -1,772 -24%
1IA
1205
1834 Investment Advisors
Wisconsin
$225K – – –
PVWM
1206
Point View Wealth Management
New Jersey
$225K – – –
ACA
1207
Ackerman Capital Advisors
Texas
$225K +$925 +24 +0.4%
RP
1208
Rowlandmiller & Partners
Georgia
$224K -$7.71K -200 -4%
ZIC
1209
ZWJ Investment Counsel
Georgia
$224K -$14.7K -380 -6%
BWM
1210
Baystate Wealth Management
Massachusetts
$223K -$10K -260 -4%
AWM
1211
Altium Wealth Management
New York
$223K +$210K +5,448 New
CG
1212
Cutler Group
California
$222K -$3.1M -80,404 -94%
MWM
1213
Mission Wealth Management
California
$222K +$5.71K +148 +3%
NP
1214
NorthRock Partners
Minnesota
$221K +$617 +16 +0.3%
MBT
1215
Montecito Bank & Trust
California
$220K +$207K +5,368 New
SNT
1216
Security National Trust
West Virginia
$217K -$36.7K -952 -15%
FMWA
1217
Forvis Mazars Wealth Advisors
Missouri
$216K -$79.7K -2,068 -28%
ACM
1218
Advisors Capital Management
New Jersey
$216K -$8.02K -208 -4%
LOAMS
1219
Lombard Odier Asset Management (Switzerland)
Switzerland
$215K -$63.5K -1,648 -24%
CCM
1220
Catawba Capital Management
Virginia
$213K – – –
SAM
1221
SignalPoint Asset Management
Missouri
$213K – – –
EF
1222
Empirical Finance
Pennsylvania
$213K +$170K +4,400 New
BBHC
1223
Brown Brothers Harriman & Co
New York
$212K -$112K -2,904 -36%
LIA
1224
LBMC Investment Advisors
Tennessee
$212K -$111K -2,880 -36%
EWA
1225
EP Wealth Advisors
California
$212K -$30.7K -796 -13%
47 48
49
50 51