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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1801
Tompkins Financial
New York
$314K +$323K +4,000 New
ODCM
1802
Old Dominion Capital Management
Virginia
$312K – – –
OAJ
1803
Ogorek Anthony Joseph
New York
$312K +$155K +1,928 +94%
CAN
1804
Claraphi Advisory Network
United States
$311K -$161K -2,002 -34%
ML
1805
McAdam LLC
Pennsylvania
$311K +$4.92K +61 +2%
VWA
1806
Visionary Wealth Advisors
Illinois
$310K -$31.6K -392 -9%
SAM
1807
SignalPoint Asset Management
Missouri
$310K +$403 +5 +0.1%
KFS
1808
Kurt F. Somerville
$310K +$80.7K +1,000 +34%
MS
1809
Marshall & Sullivan
Washington
$308K – – –
WP
1810
WealthShield Partners
North Carolina
$307K +$13.5K +168 +4%
FBFS
1811
First Business Financial Services
Wisconsin
$306K – – –
RWB
1812
RMR Wealth Builders
New Jersey
$306K +$10.5K +130 +3%
CAC
1813
Certified Advisory Corp
Florida
$306K +$19.8K +246 +7%
OL
1814
Optas LLC
Texas
$304K +$2.5K +31 +0.8%
CAS
1815
Cascadia Advisory Services
Oregon
$303K -$3.63K -45 -1%
HCA
1816
Horan Capital Advisors
Ohio
$303K – – –
PWM
1817
PBMares Wealth Management
Virginia
$302K – – –
ADL
1818
Asset Dedication LLC
California
$302K +$91.1K +1,129 +42%
S
1819
Surevest
California
$300K +$308K +3,821 New
BCB
1820
Brian C. Broderick
$299K – – –
OSNBOA
1821
Old Second National Bank of Aurora
Illinois
$299K – – –
TWM
1822
Tradition Wealth Management
Minnesota
$298K +$8.79K +109 +3%
WAAG
1823
Wealth Alliance Advisory Group
Kansas
$298K +$11.8K +146 +4%
PFWA
1824
Paces Ferry Wealth Advisors
Georgia
$297K -$13.9K -172 -4%
SW
1825
SteelPeak Wealth
California
$295K -$1.56M -19,381 -84%
71 72
73
74 75