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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
1501
Bank of Marin
California
$612K -$4.84K -60 -0.8%
GFP
1502
Gryphon Financial Partners
Ohio
$611K +$61.9K +768 +11%
KC
1503
Kepos Capital
New York
$608K +$624K +7,737 New
AIS
1504
American Investment Services
Massachusetts
$605K – – –
BFA
1505
Brendel Financial Advisors
New Hampshire
$605K – – –
TCB
1506
Texas Capital Bancshares
Texas
$605K – – –
TCM
1507
Tributary Capital Management
Nebraska
$604K +$177K +2,200 +40%
FI
1508
Fosun International
China
$602K – – –
FCFC
1509
First Commonwealth Financial Corp
Pennsylvania
$600K -$48.4K -600 -7%
AWM
1510
Accurate Wealth Management
Florida
$599K -$2.02K -25 -0.3%
ARMC
1511
American Research & Management Company
Massachusetts
$598K – – –
OIA
1512
Optimum Investment Advisors
Illinois
$597K -$161K -2,000 -21%
FFG
1513
Frisch Financial Group
New York
$594K -$79.1K -981 -11%
FPF
1514
First Pacific Financial
Washington
$591K +$11.6K +144 +2%
CRCM
1515
Corbett Road Capital Management
Virginia
$590K -$16.6K -206 -3%
SWA
1516
SFMG Wealth Advisors
Texas
$589K +$96.4K +1,195 +19%
PBO
1517
Peoples Bank (Ohio)
Ohio
$588K -$10.7K -133 -2%
FWM
1518
Focused Wealth Management
New York
$587K +$2.5K +31 +0.4%
AOWM
1519
Alpha Omega Wealth Management
Virginia
$586K – – –
JWM
1520
Jeppson Wealth Management
California
$586K – – –
RIG
1521
Renaissance Investment Group
Massachusetts
$586K +$1.61K +20 +0.3%
MSFS
1522
Main Street Financial Solutions
Pennsylvania
$586K +$207K +2,568 +53%
RIA
1523
Realta Investment Advisors
Delaware
$584K -$6.53K -81 -1%
FPWM
1524
FSB Premier Wealth Management
Iowa
$583K -$22K -273 -4%
HWA
1525
Heartwood Wealth Advisors
Virginia
$583K – – –
59 60
61
62 63