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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
1726
Elwood & Goetz Wealth Advisory Group
Georgia
$360K – – –
KWMG
1727
King Wealth Management Group
Florida
$359K – – –
AA
1728
Argent Advisors
Louisiana
$359K +$34.2K +424 +10%
W
1729
Wealthquest
Ohio
$358K -$5.48K -68 -1%
T
1730
TNF
Montana
$358K +$324K +4,013 New
IAA
1731
Ironsides Asset Advisors
North Carolina
$356K -$104K -1,286 -22%
MCM
1732
MV Capital Management
Maryland
$354K +$18.2K +226 +5%
FPCP
1733
Fort Point Capital Partners
California
$354K +$364K +4,510 New
1WA
1734
180 Wealth Advisors
Washington
$353K +$5K +62 +1%
TFA
1735
Tobias Financial Advisors
Florida
$352K +$81 +1 +0%
KP
1736
Keel Point
Alabama
$352K +$5.73K +71 +2%
GAM
1737
Griffin Asset Management
New York
$351K -$82.3K -1,020 -19%
CWM
1738
Centric Wealth Management
Illinois
$351K – – –
BMM
1739
Buffington Mohr McNeal
Idaho
$351K +$26.2K +325 +8%
SWA
1740
Sax Wealth Advisors
New Jersey
$349K -$346K -4,292 -49%
VCM
1741
Versant Capital Management
Arizona
$349K -$11.5K -143 -3%
MWM
1742
MBE Wealth Management
Wisconsin
$346K -$1.45K -18 -0.4%
TLP
1743
Trinity Legacy Partners
Texas
$345K -$283K -3,503 -44%
HIC
1744
Holderness Investments Company
North Carolina
$345K -$8.06K -100 -2%
TWM
1745
TriaGen Wealth Management
California
$345K -$2.26K -28 -0.6%
TFM
1746
TFC Financial Management
Massachusetts
$345K – – –
RC
1747
Roundview Capital
New Jersey
$345K +$81 +1 +0%
C
1748
Certuity
Florida
$344K -$18.8K -233 -5%
WA
1749
Waddell & Associates
Tennessee
$340K +$323 +4 +0.1%
PCH
1750
PGIM Custom Harvest
New Jersey
$339K +$228K +2,832 +503%
68 69
70
71 72