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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1676
FMA Wealth Management
Massachusetts
$547K – – –
EGWAG
1677
Elwood & Goetz Wealth Advisory Group
Georgia
$546K -$64.9K -1,107 -11%
AL
1678
Aspiriant LLC
California
$546K +$36.5K +623 +8%
PIA
1679
Pinion Investment Advisors
Kansas
$545K -$15.7K -268 -3%
PWM
1680
Paulson Wealth Management
Illinois
$544K +$499K +8,512 New
IF
1681
Insight Folios
North Carolina
$544K +$32K +546 +7%
PWAM
1682
Pinnacle West Asset Management
Wyoming
$543K -$1.76K -30 -0.4%
AFP
1683
Ausdal Financial Partners
Iowa
$539K +$27.2K +464 +6%
SWP
1684
Semus Wealth Partners
Florida
$539K -$38.3K -653 -7%
SG
1685
StoneX Group
New York
$537K -$172K -2,939 -26%
LSPW
1686
Lake Street Private Wealth
Illinois
$537K +$351 +6 +0.1%
OWA
1687
Outlook Wealth Advisors
Texas
$536K -$180K -3,080 -27%
GWA
1688
GGM Wealth Advisors
Maryland
$536K -$283K -4,826 -37%
BPC
1689
Banque Pictet & Cie
Switzerland
$535K +$490K +8,370 New
PCMF
1690
Private Capital Management (Florida)
Florida
$533K -$25.5K -435 -5%
PWP
1691
Phillips Wealth Planners
Mississippi
$533K +$102K +1,746 +25%
SCM
1692
Steele Capital Management
Iowa
$532K – – –
MWS
1693
Maxwell Wealth Strategies
California
$532K +$398K +6,798 New
CA
1694
Commerzbank Aktiengesellschaft
Germany
$530K +$145K +2,467 +42%
AWM
1695
Aviso Wealth Management
Washington
$530K +$110K +1,885 +29%
UBV
1696
United Bank (Virginia)
Virginia
$528K -$60.2K -1,028 -11%
GFS
1697
GYL Financial Synergies
Connecticut
$527K -$41.5K -708 -8%
HWM
1698
Horizon Wealth Management
Illinois
$527K +$151K +2,586 +46%
HAM
1699
Harmony Asset Management
Arizona
$526K -$228K -3,900 -32%
AOWM
1700
Alpha Omega Wealth Management
Virginia
$526K +$56.2K +960 +13%
66 67
68
69 70