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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1501
Pacific Center for Financial Services
California
$582K -$31K -414 -5%
FI
1502
Fosun International
China
$579K – – –
PFO
1503
Pathstone Family Office
New Jersey
$577K +$545K +7,284 +3,642%
NDSI
1504
Newman Dignan & Sheerar Inc
Rhode Island
$575K +$10.5K +140 +2%
LFF
1505
Level Four Financial
Texas
$575K +$558K +7,457 New
MCC
1506
Money Concepts Capital
Florida
$573K +$556K +7,429 New
PBO
1507
Peoples Bank (Ohio)
Ohio
$572K +$10.5K +141 +2%
FPS
1508
Fieldpoint Private Securities
Connecticut
$572K +$191K +2,554 +53%
CFO
1509
CVA Family Office
Colorado
$571K – – –
BOS
1510
Bingham Osborn & Scarborough
California
$570K +$117K +1,559 +27%
GJIC
1511
Gamble Jones Investment Counsel
California
$566K -$280K -3,744 -34%
RIA
1512
Regal Investment Advisors
Michigan
$565K +$548K +7,328 New
BCP
1513
Berkeley Capital Partners
Georgia
$564K -$6.28K -84 -1%
AOWM
1514
Alpha Omega Wealth Management
Virginia
$560K – – –
HPCM
1515
High Pointe Capital Management
Illinois
$559K -$1.27M -17,000 -70%
FWM
1516
Focused Wealth Management
New York
$558K +$7.63K +102 +1%
MIFH
1517
Migdal Insurance & Financial Holdings
Israel
$557K -$3.7M -49,454 -87%
ACM
1518
Armbruster Capital Management
New York
$555K – – –
RC
1519
RBO & Co
California
$555K – – –
GFP
1520
Gryphon Financial Partners
Ohio
$553K -$2.99K -40 -0.6%
HPWM
1521
Highland Private Wealth Management
Washington
$552K +$30.2K +404 +6%
XF
1522
XML Financial
Maryland
$550K +$81.5K +1,089 +18%
MWPCG
1523
Measured Wealth Private Client Group
New Hampshire
$549K -$92.8K -1,240 -15%
KPW
1524
Kore Private Wealth
New York
$549K +$105K +1,406 +25%
AWS
1525
AJ Wealth Strategies
New York
$548K +$531K +7,100 New
59 60
61
62 63