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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1676
Kaizen Financial Strategies
California
$696K +$620K +8,491 New
DWM
1677
Dynasty Wealth Management
Florida
$696K -$106K -1,450 -14%
BC
1678
Burney Company
Virginia
$696K -$65.8K -900 -9%
RWPA
1679
Richard W. Paul & Associates
Michigan
$695K +$63.5K +869 +10%
WEG
1680
World Equity Group
Illinois
$693K -$128K -1,747 -16%
AWM
1681
Aprio Wealth Management
Georgia
$692K +$188K +2,569 +39%
DFG
1682
Demars Financial Group
Washington
$691K +$130K +1,786 +24%
SA
1683
Sonoma Allocations
California
$691K +$593K +8,119 New
CP
1684
Covenant Partners
Tennessee
$691K – – –
TIP
1685
Tandem Investment Partners
New Jersey
$689K +$440K +6,025 +194%
MCA
1686
MSH Capital Advisors
Arizona
$688K -$11.1K -152 -2%
FG
1687
Fiduciary Group
Georgia
$687K +$86.1K +1,178 +15%
GFA
1688
Gladwyn Financial Advisors
Virginia
$687K +$5.19K +71 +0.8%
RCA
1689
Resonant Capital Advisors
Wisconsin
$687K -$23.3K -319 -3%
CWAG
1690
Compton Wealth Advisory Group
Virginia
$687K – – –
NHC
1691
Nicholas Hoffman & Company
Georgia
$687K +$26.4K +361 +4%
S
1692
Sachetta
Massachusetts
$687K -$40.6K -556 -6%
WP
1693
WealthPLAN Partners
Nebraska
$684K -$10.5K -144 -2%
FPF
1694
First Pacific Financial
Washington
$683K -$1.68K -23 -0.3%
VCWM
1695
Vista Cima Wealth Management
Arizona
$680K +$659K +9,014 New
CSPIA
1696
Cary Street Partners Investment Advisory
Virginia
$678K +$18.1K +248 +3%
FCAS
1697
First Command Advisory Services
Texas
$676K -$53K -725 -7%
CCM
1698
Charter Capital Management
Wisconsin
$674K +$73 +1 +0%
AFG
1699
Albion Financial Group
Utah
$673K +$3.8K +52 +0.6%
FFG
1700
Frisch Financial Group
New York
$672K +$20.7K +283 +3%
66 67
68
69 70