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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1776
BNC Wealth Management
Oregon
$178K +$177K +2,564 New
CHAM
1777
Clear Harbor Asset Management
Connecticut
$178K +$177K +2,560 New
APW
1778
Acima Private Wealth
Virginia
$173K -$11.6K -168 -6%
PWM
1779
Provident Wealth Management
Tennessee
$160K -$138K -2,000 -46%
SNT
1780
Security National Trust
West Virginia
$157K – – –
HFRG
1781
Houlihan Financial Resource Group
Virginia
$155K +$552K +8,000 New
DI
1782
Disciplined Investments
Oklahoma
$149K – – –
SC
1783
Sawyer & Company
Massachusetts
$148K – – –
AWM
1784
AllSquare Wealth Management
New York
$146K – – –
CCM
1785
Cribstone Capital Management
Maine
$136K -$20.7K -300 -13%
FWM
1786
Filbrandt Wealth Management
Wisconsin
$136K -$4.7K -68 -3%
SCM
1787
Silvant Capital Management
Georgia
$135K +$48.3K +700 +56%
GWS
1788
Glassman Wealth Services
Virginia
$134K -$37.6K -544 -22%
LFG
1789
Larson Financial Group
Missouri
$134K +$1.66K +24 +1%
QCMC
1790
Quantum Capital Management (California)
California
$129K – – –
APC
1791
Aspire Private Capital
North Carolina
$126K +$388K +5,624 +340%
MA
1792
MCF Advisors
Kentucky
$125K +$11.6K +168 +10%
TCM
1793
TD Capital Management
Tennessee
$121K – – –
CCA
1794
Column Capital Advisors
Indiana
$118K +$40.9K +592 +54%
FMP
1795
Financial Management Professionals
Texas
$115K +$2.48K +36 +2%
CCM
1796
Chiron Capital Management
Florida
$110K +$110K +1,592 New
JFA
1797
JNBA Financial Advisors
Minnesota
$104K +$2.48K +36 +2%
CFD
1798
Creative Financial Designs
Indiana
$103K -$11K -160 -10%
JWBC
1799
John W. Brooker & Co
California
$100K – – –
MCM
1800
MV Capital Management
Maryland
$99K – – –
70 71
72
73 74