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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1626
Tompkins Financial
New York
$826K +$42.8K +549 +6%
IWM
1627
Integris Wealth Management
California
$826K +$23.4K +300 +3%
HVIA
1628
Hudson Valley Investment Advisors
New York
$825K -$96.1K -1,231 -11%
CG
1629
Clifford Group
Massachusetts
$822K -$28.4K -364 -4%
TCM
1630
Tufton Capital Management
Maryland
$821K -$27.3K -350 -3%
SAI
1631
Savvy Advisors Inc
New York
$821K -$17.3K -222 -2%
APC
1632
Aspire Private Capital
North Carolina
$816K +$15.1K +194 +2%
ACM
1633
Academy Capital Management
Texas
$816K – – –
LWAM
1634
Legacy Wealth Asset Management
Minnesota
$814K -$78 -1 -0%
AP
1635
Atwood & Palmer
Missouri
$813K – – –
GA
1636
GoalVest Advisory
New York
$813K -$36K -461 -5%
BB
1637
Bell Bank
North Dakota
$812K +$14.7K +189 +2%
AL
1638
Aspiriant LLC
California
$809K +$134K +1,714 +22%
CAM
1639
Close Asset Management
United Kingdom
$807K +$24.7K +317 +3%
BOPW
1640
Brandywine Oak Private Wealth
Pennsylvania
$807K -$78 -1 -0%
SFG
1641
Sovereign Financial Group
Connecticut
$806K -$2.5K -32 -0.3%
LF
1642
LifeSteps Financial
California
$803K – – –
GCAC
1643
Guardian Capital Advisors (Canada)
Ontario, Canada
$802K +$273K +3,500 +59%
DFG
1644
Delta Financial Group
New Jersey
$798K +$22.2K +285 +3%
MFG
1645
Magnus Financial Group
New York
$795K +$65.2K +836 +10%
ADL
1646
Asset Dedication LLC
California
$795K -$512K -6,561 -41%
CP
1647
Covenant Partners
Tennessee
$793K +$17.1K +219 +2%
AIM
1648
AHL Investment Management
Florida
$792K – – –
PVM
1649
Palogic Value Management
Texas
$790K +$28.4K +364 +4%
SCM
1650
Sterling Capital Management
North Carolina
$789K +$728K +9,331 New
64 65
66
67 68