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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
1676
Hurlow Wealth Management Group
Indiana
$563K +$303 +4 +0.1%
AOWM
1677
Alpha Omega Wealth Management
Virginia
$561K -$31.9K -422 -5%
FWA
1678
FSM Wealth Advisors
Ohio
$560K +$85.9K +1,135 +17%
DWMS
1679
Dominguez Wealth Management Solutions
Virginia
$560K +$984 +13 +0.2%
BL
1680
Balentine LLC
Georgia
$558K -$192K -2,538 -25%
CWC
1681
Carolinas Wealth Consulting
North Carolina
$558K -$52.6K -695 -2%
AFP
1682
Alpha Financial Partners
Kentucky
$554K +$31.3K +414 +6%
IP
1683
Isthmus Partners
Wisconsin
$553K +$2.42K +32 +0.4%
ACM
1684
Advance Capital Management
Michigan
$552K +$13.2K +174 +2%
UWPG
1685
Ullmann Wealth Partners Group
Florida
$551K +$25.1K +331 +5%
PCA
1686
Prosperity Capital Advisors
Ohio
$551K +$5.3K +70 +1%
LFA
1687
Level Financial Advisors
New York
$550K -$24.6K -325 -4%
SMA
1688
Sage Mountain Advisors
Georgia
$550K +$33.5K +442 +6%
MIM
1689
Merrion Investment Management
New Jersey
$548K – – –
SS
1690
Sound Stewardship
Kansas
$548K -$17.4K -230 -3%
ACM
1691
Aljian Capital Management
Nevada
$545K -$253K -3,336 -31%
KIA
1692
KLR Investment Advisors
Rhode Island
$542K -$2.2K -29 -0.4%
MCM
1693
McRae Capital Management
New Jersey
$542K – – –
KC
1694
Kades & Cheifetz
Pennsylvania
$542K +$2.35K +31 +0.4%
WI
1695
WrapManager Inc
California
$542K +$20.9K +276 +4%
GWS
1696
Glassman Wealth Services
Virginia
$540K +$30.9K +408 +6%
TF
1697
Tompkins Financial
New York
$538K – – –
TDWM
1698
Topel & Distasi Wealth Management
California
$536K – – –
RC
1699
RBO & Co
California
$534K – – –
RPWA
1700
Regent Peak Wealth Advisors
Georgia
$533K -$2.65K -35 -0.5%
66 67
68
69 70