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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
1651
Signature Wealth Management Partners
New Jersey
$570K +$73.2K +1,250 +16%
KFS
1652
Keynote Financial Services
Connecticut
$570K +$522K +8,917 New
KIA
1653
KLR Investment Advisors
Rhode Island
$569K +$107K +1,831 +27%
PMFA
1654
Plante Moran Financial Advisors
Michigan
$568K +$31.4K +536 +6%
DFG
1655
Delta Financial Group
New Jersey
$568K +$23K +392 +5%
DAS
1656
Diversify Advisory Services
Utah
$568K +$525K +8,961 New
IAS
1657
Investment Advisory Services
Texas
$567K +$15.8K +270 +3%
9WM
1658
9258 Wealth Management
Ohio
$567K -$59 -1 -0%
PTCG
1659
Pring Turner Capital Group
California
$566K – – –
SL
1660
SFM LLC
New Hampshire
$564K +$13.1K +224 +3%
BBNA
1661
Bremer Bank National Association
Minnesota
$563K +$78K +1,331 +18%
RP
1662
Riverwater Partners
Wisconsin
$562K +$515K +8,797 New
AFG
1663
Albion Financial Group
Utah
$562K -$11.7K -199 -2%
TWM
1664
Triton Wealth Management
Arizona
$561K – – –
CCP
1665
Cassia Capital Partners
North Carolina
$560K +$175K +2,987 +52%
LWAM
1666
Legacy Wealth Asset Management
Minnesota
$560K +$19.2K +328 +4%
CAI
1667
Capital Advisors Inc
Oklahoma
$558K -$996 -17 -0.2%
AT
1668
Arden Trust
Delaware
$556K +$527 +9 +0.1%
FNC
1669
First National Corp
Massachusetts
$554K – – –
BPGAM
1670
BTG Pactual Global Asset Management
Bermuda
$553K +$507K +8,655 New
N
1671
Numerai
California
$552K +$506K +8,642 New
FG
1672
Fiduciary Group
Georgia
$552K +$19.9K +340 +4%
MFG
1673
Magnus Financial Group
New York
$550K +$6.68K +114 +1%
HEIP
1674
Hudson Edge Investment Partners
New Jersey
$550K -$23.4K -400 -4%
PVM
1675
Palogic Value Management
Texas
$547K +$65.8K +1,124 +15%
65 66
67
68 69