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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
1526
MBM Wealth Consultants
Missouri
$39K – – –
SQA
1527
Simon Quick Advisors
New Jersey
$39K +$36.6K +800 New
SWP
1528
Strategic Wealth Partners
Ohio
$38K +$36.6K +800 New
TFO
1529
Tarbox Family Office
California
$35K – – –
MAM
1530
Marquette Asset Management
Minnesota
$35K +$33.1K +724 New
HS
1531
Horan Securities
United States
$34K – – –
CIA
1532
Cascade Investment Advisors
Oregon
$32.9K – – –
AP
1533
Arlington Partners
Alabama
$32K – – –
NWM
1534
Northwest Wealth Management
Iowa
$29K – – –
SIA
1535
SeaBridge Investment Advisors
New Jersey
$29K – – –
VEA
1536
Virtus ETF Advisers
New York
$27K -$2.26M -49,352 -99%
MWC
1537
MKD Wealth Coaches
Michigan
$27K +$7.68K +168 +43%
PFO
1538
Pathstone Family Office
New Jersey
$26K -$54.7K -1,196 -69%
LFG
1539
Larson Financial Group
Missouri
$26K – – –
OAJ
1540
Ogorek Anthony Joseph
New York
$25K – – –
CFD
1541
Creative Financial Designs
Indiana
$23K -$26.5K -580 -55%
SMFS
1542
Squar Milner Financial Services
California
$23K +$7.5K +164 +51%
CCMW
1543
Cypress Capital Management (Wyoming)
Wyoming
$23K +$13.9K +304 +185%
AIS
1544
AlphaOne Investment Services
Pennsylvania
$22K – – –
MSA
1545
Marino Stram & Associates
Massachusetts
$21K +$914 +20 +5%
VNA
1546
Valley National Advisers
Pennsylvania
$20K +$5.67K +124 +43%
ACA
1547
Atlas Capital Advisors
Wyoming
$19.7K -$3.29K -72 -15%
OFS
1548
Orrstown Financial Services
Pennsylvania
$19K – – –
RWM
1549
Raffa Wealth Management
District of Columbia
$18.6K – – –
ACM
1550
AUA Capital Management
Pennsylvania
$17K – – –
60 61
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