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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1751
Clear Creek Financial Management
Washington
$333K +$341K +4,546 New
HFA
1752
HC Financial Advisors
California
$332K – – –
CWS
1753
Cypress Wealth Services
California
$331K -$2.93K -39 -0.9%
SN
1754
Sittner & Nelson
Oregon
$330K -$30K -400 -8%
MCM
1755
Marathon Capital Management
Maryland
$330K -$3.75K -50 -1%
HIC
1756
Holderness Investments Company
North Carolina
$330K – – –
EF
1757
Exeter Financial
Arizona
$330K +$16.5K +220 +5%
LK
1758
Lumbard & Kellner
New Hampshire
$329K – – –
TFA
1759
Tobias Financial Advisors
Florida
$328K +$1.43K +19 +0.4%
CWM
1760
Centric Wealth Management
Illinois
$327K +$33.9K +452 +11%
MCM
1761
Manchester Capital Management
Vermont
$324K -$154K -2,050 -32%
MWM
1762
MBE Wealth Management
Wisconsin
$324K +$150 +2 +0%
KP
1763
Keel Point
Alabama
$323K -$31.4K -419 -9%
TFM
1764
TFC Financial Management
Massachusetts
$322K -$330K -4,400 -50%
CWM
1765
Concentric Wealth Management
California
$322K – – –
RC
1766
Roundview Capital
New Jersey
$322K +$13.2K +176 +4%
BFPW
1767
BOK Financial Private Wealth
Colorado
$322K +$96.5K +1,286 +41%
PWMG
1768
Prestige Wealth Management Group
New Jersey
$321K +$53.6K +714 +19%
LIA
1769
LS Investment Advisors
Michigan
$320K -$6.49M -86,456 -95%
IC
1770
Intersect Capital
California
$320K +$74.9K +998 +30%
VWA
1771
Visionary Wealth Advisors
Illinois
$318K -$70.5K -939 -18%
WA
1772
Waddell & Associates
Tennessee
$317K +$325K +4,330 New
MLFP
1773
MPS Loria Financial Planners
Illinois
$316K -$9.46K -126 -3%
OCPWS
1774
One Charles Private Wealth Services
Massachusetts
$315K +$76K +1,013 +31%
MCM
1775
Monument Capital Management
Virginia
$315K +$116K +1,540 +56%
69 70
71
72 73