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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
1501
Founders Financial Securities
Maryland
$603K +$120K +1,536 +24%
AW
1502
Alaethes Wealth
Nevada
$599K +$618K +7,922 New
CAAS
1503
Capital Asset Advisory Services
Michigan
$598K +$27.4K +351 +5%
VCA
1504
Verdence Capital Advisors
Maryland
$597K +$10.8K +138 +2%
AIS
1505
American Investment Services
Massachusetts
$596K – – –
ACM
1506
Argyle Capital Management
Pennsylvania
$595K – – –
SCA
1507
Stonebridge Capital Advisors
Minnesota
$595K +$3.04K +39 +0.5%
LFF
1508
Level Four Financial
Texas
$595K +$32.1K +411 +6%
BOM
1509
Bank of Marin
California
$594K -$42.1K -540 -6%
DY
1510
Dowling & Yahnke
California
$594K -$8.51K -109 -1%
WAP
1511
Wealthcare Advisory Partners
Pennsylvania
$594K +$22K +282 +4%
IBOK
1512
Independence Bank of Kentucky
Kentucky
$591K +$19.5K +250 +3%
SCM
1513
Stevens Capital Management
Pennsylvania
$590K +$609K +7,807 New
WMA
1514
Wealth Management Associates
New Jersey
$588K +$84.8K +1,087 +16%
EWM
1515
Elmwood Wealth Management
California
$587K +$605K +7,758 New
NDSI
1516
Newman Dignan & Sheerar Inc
Rhode Island
$581K +$18.9K +242 +3%
TCB
1517
Texas Capital Bancshares
Texas
$580K +$599K +7,674 New
SFSG
1518
Sound Financial Strategies Group
Mississippi
$579K -$19.9K -255 -3%
WP
1519
WMS Partners
Maryland
$579K +$6.87K +88 +1%
ARMC
1520
American Research & Management Company
Massachusetts
$576K – – –
SDWMA
1521
Schneider Downs Wealth Management Advisors
Pennsylvania
$575K +$387K +4,962 +188%
TC
1522
TwinBeech Capital
New York
$572K +$590K +7,561 New
FI
1523
Fosun International
China
$570K – – –
GJIC
1524
Gamble Jones Investment Counsel
California
$569K +$14.6K +187 +3%
JWM
1525
Jeppson Wealth Management
California
$568K -$7.8K -100 -1%
59 60
61
62 63