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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1476
Columbia Trust
Oregon
$614K +$596K +7,965 New
SFSG
1477
Sound Financial Strategies Group
Mississippi
$611K +$592K +7,917 New
AIS
1478
American Investment Services
Massachusetts
$608K – – –
ACM
1479
Argyle Capital Management
Pennsylvania
$607K – – –
BWM
1480
Buckley Wealth Management
Nevada
$607K +$13K +174 +2%
SCA
1481
Stonebridge Capital Advisors
Minnesota
$604K -$7.48K -100 -1%
VCA
1482
Verdence Capital Advisors
Maryland
$599K +$7.85K +105 +1%
FFG
1483
Frisch Financial Group
New York
$597K +$579K +7,738 New
SWA
1484
Sax Wealth Advisors
New Jersey
$597K +$579K +7,744 New
UWPG
1485
Ullmann Wealth Partners Group
Florida
$595K +$19.7K +264 +4%
JHP
1486
James Hambro & Partners
United Kingdom
$594K +$303K +4,052 +111%
TWM
1487
TriaGen Wealth Management
California
$594K +$576K +7,704 New
CIM
1488
CIM Investment Management
Pennsylvania
$593K -$8.45K -113 -1%
NAG
1489
Northstar Advisory Group
New Jersey
$592K +$574K +7,670 New
VCM
1490
Vivaldi Capital Management
Illinois
$589K -$1.85M -24,696 -76%
JWM
1491
Jeppson Wealth Management
California
$588K -$101K -1,355 -15%
ARMC
1492
American Research & Management Company
Massachusetts
$588K +$38.6K +516 +7%
DDC
1493
DF Dent & Co
Maryland
$586K +$1.12K +15 +0.2%
NAS
1494
Nicolet Advisory Services
Wisconsin
$586K +$259K +3,457 +84%
WAP
1495
Wealthcare Advisory Partners
Pennsylvania
$584K -$119K -1,589 -17%
IBOK
1496
Independence Bank of Kentucky
Kentucky
$584K -$29.9K -400 -5%
WP
1497
WMS Partners
Maryland
$584K +$10.8K +144 +2%
HPC
1498
Hobart Private Capital
North Carolina
$584K -$29.4K -393 -5%
CAAS
1499
Capital Asset Advisory Services
Michigan
$583K -$621K -8,298 -52%
HAIM
1500
Hunter Associates Investment Management
Pennsylvania
$582K -$62.5K -836 -10%
58 59
60
61 62