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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
1576
Focus Partners Advisor Solutions
Missouri
$723K +$670K +7,751 New
KC
1577
Kepos Capital
New York
$721K -$1.21K -14 -0.2%
AIS
1578
American Investment Services
Massachusetts
$720K – – –
BOM
1579
Bank of Marin
California
$719K -$8.64K -100 -1%
BFA
1580
Brendel Financial Advisors
New Hampshire
$719K – – –
TCB
1581
Texas Capital Bancshares
Texas
$719K – – –
AWM
1582
Accurate Wealth Management
Florida
$718K +$15.6K +180 +2%
SLWA
1583
San Luis Wealth Advisors
California
$717K -$258K -2,989 -28%
IBOK
1584
Independence Bank of Kentucky
Kentucky
$715K -$42.3K -490 -6%
PWPS
1585
Pinnacle Wealth Planning Services
Ohio
$715K +$44.2K +512 +7%
OIA
1586
Optimum Investment Advisors
Illinois
$710K – – –
FFG
1587
Frisch Financial Group
New York
$707K +$173 +2 +0%
LNWTC
1588
Laird Norton Wetherby Trust Company
Washington
$707K +$77.4K +896 +13%
FI
1589
Fosun International
China
$706K – – –
IIM
1590
InTrack Investment Management
Vermont
$702K -$55.8K -646 -8%
FWM
1591
Focused Wealth Management
New York
$700K +$2.42K +28 +0.4%
CFD
1592
Creative Financial Designs
Indiana
$698K +$57K +660 +10%
JWM
1593
Jeppson Wealth Management
California
$696K -$1.73K -20 -0.3%
HPWM
1594
Highland Private Wealth Management
Washington
$696K +$44.9K +519 +7%
RIA
1595
Realta Investment Advisors
Delaware
$695K +$1.3K +15 +0.2%
HWA
1596
Heartwood Wealth Advisors
Virginia
$693K – – –
HIG
1597
Heritage Investment Group
Florida
$689K +$637K +7,376 New
PBO
1598
Peoples Bank (Ohio)
Ohio
$682K -$16.4K -190 -3%
AWA
1599
Arete Wealth Advisors
Illinois
$681K +$234K +2,712 +58%
BFO
1600
Biltmore Family Office
North Carolina
$678K +$5.96K +69 +1%
62 63
64
65 66