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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
1751
American Investment Services
Massachusetts
$541K – – –
AWE
1752
Avidian Wealth Enterprises
Texas
$541K +$88.8K +1,251 +20%
SWP
1753
Semus Wealth Partners
Florida
$540K -$57.2K -806 -10%
SFSG
1754
Sound Financial Strategies Group
Mississippi
$540K +$541K +7,627 New
AG
1755
AlTi Global
New York
$540K +$148K +2,086 +38%
TMWM
1756
Taylor & Morgan Wealth Management
Michigan
$539K -$142K -1,995 -21%
AIA
1757
Alera Investment Advisors
Illinois
$537K -$663K -9,344 -55%
JWM
1758
Jeppson Wealth Management
California
$536K +$1.84K +26 +0.3%
VAG
1759
VisionPoint Advisory Group
Texas
$534K -$449K -6,323 -46%
DLA
1760
Douglas Lane & Associates
New York
$533K -$21.7K -306 -4%
FSI
1761
Flow State Investments
Illinois
$532K +$533K +7,514 New
GFA
1762
Gallagher Fiduciary Advisors
Illinois
$532K +$533K +7,513 New
NL
1763
NWAM LLC
Washington
$531K +$170K +2,397 +47%
PWMG
1764
Prestige Wealth Management Group
New Jersey
$529K +$52.3K +737 +11%
SQA
1765
Simon Quick Advisors
New Jersey
$529K +$210K +2,958 +66%
O3W
1766
Omni 360 Wealth
New Jersey
$528K -$2.7K -38 -0.5%
VC
1767
Veracity Capital
Georgia
$524K +$2.91K +41 +0.6%
AOWM
1768
Alpha Omega Wealth Management
Virginia
$523K -$59.6K -840 -10%
CBOR
1769
Community Bank of Raymore
Missouri
$523K -$837K -11,800 -62%
AFG
1770
Allegheny Financial Group
Pennsylvania
$523K +$34.7K +489 +7%
AAS
1771
Annex Advisory Services
Wisconsin
$521K +$41.4K +584 +9%
TCWA
1772
Turtle Creek Wealth Advisors
Texas
$521K +$922 +13 +0.2%
BIP
1773
Blueprint Investment Partners
North Carolina
$521K +$110K +1,557 +27%
SB
1774
Strategic Blueprint
Georgia
$519K +$5.96K +84 +1%
PIA
1775
Powell Investment Advisors
Florida
$519K -$142K -2,000 -21%
69 70
71
72 73