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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
1601
Wealth Effects
Massachusetts
$678K +$627K +7,259 New
RC
1602
RBO & Co
California
$672K – – –
SG
1603
StoneX Group
New York
$671K +$90.1K +1,042 +17%
AOWM
1604
Alpha Omega Wealth Management
Virginia
$670K +$37.1K +429 +6%
FCFC
1605
First Commonwealth Financial Corp
Pennsylvania
$669K -$40.6K -470 -6%
UWPG
1606
Ullmann Wealth Partners Group
Florida
$669K – – –
CC
1607
Chicago Capital
Illinois
$668K +$10.5K +122 +2%
HNWAG
1608
High Net Worth Advisory Group
Florida
$668K +$619K +7,159 New
SFG
1609
Synergy Financial Group
California
$666K +$617K +7,138 New
ACM
1610
Advance Capital Management
Michigan
$665K +$616K +7,123 New
CPM
1611
Connective Portfolio Management
New York
$662K +$613K +7,095 New
ACM
1612
Armbruster Capital Management
New York
$657K +$10.6K +123 +2%
LF
1613
Lantz Financial
Illinois
$655K +$2.51K +29 +0.4%
TWM
1614
Triton Wealth Management
Arizona
$654K – – –
MWPCG
1615
Measured Wealth Private Client Group
New Hampshire
$654K +$1.9K +22 +0.3%
PWM
1616
Palumbo Wealth Management
New York
$651K -$1.12K -13 -0.2%
BWM
1617
BerganKDV Wealth Management
Minnesota
$650K +$7.35K +85 +1%
IF
1618
Intrua Financial
Texas
$647K -$91K -1,053 -13%
IFG
1619
Independent Financial Group
California
$646K -$238K -2,757 -28%
BCAM
1620
Boston Common Asset Management
Massachusetts
$643K +$27.1K +314 +5%
MBTD
1621
Mechanics Bank - Trust Department
California
$642K +$23.2K +268 +4%
LWAC
1622
Laurel Wealth Advisors (California)
California
$641K +$49.6K +574 +9%
BFA
1623
Bill Few Associates
Pennsylvania
$640K +$593K +6,859 New
NAS
1624
Nicolet Advisory Services
Wisconsin
$638K -$208K -2,404 -26%
BCP
1625
Berkeley Capital Partners
Georgia
$635K -$3.37K -39 -0.6%
63 64
65
66 67