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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1751
Roundview Capital
New Jersey
$325K +$29.9K +400 +10%
AO
1752
Advisor OS
Illinois
$324K -$61.2K -818 -16%
TC
1753
TAP Consulting
Missouri
$324K -$6.28K -84 -2%
MPM
1754
Meritage Portfolio Management
Kansas
$322K – – –
CC
1755
Cornerstone Capital
California
$320K -$28.4K -380 -8%
TF
1756
Tompkins Financial
New York
$320K +$5.68K +76 +2%
BCA
1757
Berman Capital Advisors
Georgia
$319K +$28.6K +383 +10%
AIP
1758
ARS Investment Partners
New York
$318K – – –
FA
1759
Financial Advantage
Maryland
$318K – – –
EWM
1760
Elite Wealth Management
Washington
$315K +$5.31K +71 +2%
SG
1761
StoneX Group
New York
$315K +$59.5K +796 +24%
NEWAS
1762
N.E.W. Advisory Services
Wisconsin
$315K +$306K +4,092 New
WAAG
1763
Wealth Alliance Advisory Group
Kansas
$314K +$73.4K +981 +32%
MCM
1764
Mengis Capital Management
Oregon
$314K +$77K +1,030 +34%
HWM
1765
Holloway Wealth Management
Florida
$313K – – –
GIP
1766
Granite Investment Partners
California
$313K +$52K +695 +21%
CYG
1767
Clean Yield Group
Vermont
$312K – – –
CA
1768
Corrado Advisors
New Jersey
$312K +$31K +415 +11%
GC
1769
Garde Capital
Washington
$311K – – –
NPF
1770
Norris Perne & French
Michigan
$311K +$13.5K +180 +5%
HCA
1771
Horan Capital Advisors
Ohio
$311K +$60.5K +809 +25%
CC
1772
Chicago Capital
Illinois
$310K – – –
MWA
1773
Meridian Wealth Advisors
Texas
$310K +$449 +6 +0.1%
RWB
1774
RMR Wealth Builders
New Jersey
$309K -$894K -11,954 -75%
PWMG
1775
Prestige Wealth Management Group
New Jersey
$309K -$27.3K -365 -8%
69 70
71
72 73