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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1701
Gables Capital Management
Florida
$177K – – –
RWB
1702
RMR Wealth Builders
New Jersey
$177K +$177K +2,956 New
SIS
1703
Sound Income Strategies
Florida
$176K -$76.4K -1,276 -30%
HIIFS
1704
Harel Insurance Investments & Financial Services
Israel
$173K +$84.3K +1,408 +95%
CAL
1705
Capital Advisors Ltd
Ohio
$172K – – –
HI
1706
Hudock Inc
Pennsylvania
$164K +$29K +484 +21%
WAM
1707
Wolverine Asset Management
Illinois
$164K +$164K +2,748 New
CWP
1708
CFM Wealth Partners
Texas
$162K -$14.4K -240 -8%
APW
1709
Acima Private Wealth
Virginia
$159K -$14.6K -244 -8%
IFA
1710
Interactive Financial Advisors
Illinois
$159K – – –
TC
1711
Trust Company
Kansas
$154K – – –
HWA
1712
Heritage Wealth Advisors
Virginia
$150K +$34K +568 +29%
GWS
1713
Glassman Wealth Services
Virginia
$148K +$10.3K +172 +7%
HGWM
1714
Harvest Group Wealth Management
Massachusetts
$144K -$13.2K -220 -8%
SNT
1715
Security National Trust
West Virginia
$136K – – –
CCM
1716
Cribstone Capital Management
Maine
$135K +$5.99K +100 +5%
KBFS
1717
Kohmann Bosshard Financial Services
Ohio
$131K +$130K +2,168 New
DI
1718
Disciplined Investments
Oklahoma
$129K – – –
SC
1719
Sawyer & Company
Massachusetts
$128K – – –
OCM
1720
Ovata Capital Management
Hong Kong
$128K +$127K +2,128 New
C
1721
Cerebellum
California
$128K +$196K +3,276 New
AWM
1722
AllSquare Wealth Management
New York
$127K – – –
CI
1723
CX Institutional
Indiana
$126K -$57.7K -964 -32%
DCM
1724
Davis Capital Management
Florida
$125K – – –
FWM
1725
Filbrandt Wealth Management
Wisconsin
$122K +$4.07K +68 +3%
67 68
69
70 71