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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1751
HHM Wealth Advisors
Tennessee
$707K +$166 +2 +0%
OFS
1752
OneAscent Financial Services
Alabama
$706K +$87.1K +1,052 +14%
AI
1753
Arvest Investments
Arkansas
$704K -$45.7K -552 -6%
BFO
1754
Biltmore Family Office
North Carolina
$704K +$76.4K +923 +12%
7WCP
1755
71 West Capital Partners
Massachusetts
$698K +$721K +8,699 New
WF
1756
Wayfinding Financial
Washington
$697K -$3.89K -47 -0.5%
FFG
1757
Frisch Financial Group
New York
$697K -$18.6K -224 -3%
DG
1758
Dala Group
Illinois
$695K +$717K +8,657 New
AO
1759
Advisor OS
Illinois
$695K +$321K +3,876 +81%
NED
1760
Nancy E. Dempze
$692K +$104K +1,260 +17%
BO
1761
Bank OZK
Arkansas
$691K -$99.2K -1,198 -12%
CPWA
1762
Cerro Pacific Wealth Advisors
California
$688K -$62.6K -756 -8%
KOC
1763
Koss-Olinger Consulting
Florida
$686K +$166 +2 +0%
FFM
1764
Forum Financial Management
Illinois
$684K +$3.4K +41 +0.5%
SSCA
1765
South Shore Capital Advisors
Massachusetts
$683K +$705K +8,509 New
RFS
1766
Richardson Financial Services
Massachusetts
$683K +$3.23K +39 +0.5%
PI
1767
Pettee Investors
Connecticut
$683K – – –
MAWA
1768
Moss Adams Wealth Advisors
Washington
$679K +$19K +229 +3%
CIS
1769
Capital International Sarl
California
$676K +$698K +8,425 New
FWM
1770
Focused Wealth Management
New York
$676K -$14.7K -178 -2%
CA
1771
Calton & Associates
Florida
$676K +$20K +241 +3%
RP
1772
Riverwater Partners
Wisconsin
$674K +$2.15K +26 +0.3%
MBTD
1773
Mechanics Bank - Trust Department
California
$673K -$4.14K -50 -0.6%
CF
1774
Carlson Financial
Oregon
$673K +$694K +8,383 New
EA
1775
Enclave Advisors
Texas
$671K +$9.28K +112 +1%
69 70
71
72 73