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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1701
CX Institutional
Indiana
$518K -$2.85M -35,518 -85%
CWM
1702
Chronos Wealth Management
Florida
$518K – – –
WWP
1703
WR Wealth Planners
Missouri
$515K +$488K +6,085 New
MCM
1704
Magnolia Capital Management
New York
$515K – – –
APC
1705
Aspire Private Capital
North Carolina
$513K +$46.7K +583 +11%
AFAS
1706
Acorn Financial Advisory Services
Virginia
$512K – – –
PMFA
1707
Plante Moran Financial Advisors
Michigan
$511K -$34.1K -426 -7%
SAM
1708
Secure Asset Management
Michigan
$511K +$72.5K +905 +18%
SF
1709
SBK Financial
Virginia
$508K – – –
WPC
1710
Waters Parkerson & Co
Louisiana
$507K -$14.9K -186 -3%
WP
1711
WealthPLAN Partners
Nebraska
$506K -$4.57K -57 -0.8%
GAM
1712
Gould Asset Management
California
$506K +$3.21K +40 +0.7%
WIM
1713
WealthPlan Investment Management
Nebraska
$506K +$571K +7,130 New
AF
1714
Alerus Financial
North Dakota
$505K -$66.7K -832 -12%
FPS
1715
Fieldpoint Private Securities
Connecticut
$503K -$55.1K -688 -10%
VWA
1716
Visionary Wealth Advisors
Illinois
$503K +$132K +1,648 +38%
AWM
1717
Accel Wealth Management
Iowa
$501K +$3.37K +42 +0.7%
WPC
1718
Wedmont Private Capital
Pennsylvania
$501K +$162K +2,024 +53%
HC
1719
Hamilton Capital
Ohio
$499K -$379K -4,727 -44%
PCG
1720
Private Capital Group
Connecticut
$498K -$40.8K -509 -8%
GIA
1721
Guyasuta Investment Advisors
Pennsylvania
$497K -$30.8K -384 -6%
HNWAG
1722
High Net Worth Advisory Group
Florida
$496K -$104K -1,299 -18%
NWM
1723
Northcape Wealth Management
New York
$496K +$245K +3,063 +110%
BFIC
1724
Bedell Frazier Investment Counselling
California
$495K +$35.3K +440 +8%
TSWM
1725
Tyler-Stone Wealth Management
Ohio
$495K +$37K +462 +9%
67 68
69
70 71