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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1801
Wilkerson Advisory Group
Missouri
$644K +$664K +8,019 New
KSWWM
1802
Keyes Stange & Wooten Wealth Management
Florida
$643K -$32.3K -390 -5%
BT
1803
Brandywine Trust
Delaware
$642K – – –
MAM
1804
Morse Asset Management
Connecticut
$642K – – –
PWM
1805
Partnership Wealth Management
Maryland
$642K – – –
DC
1806
DeDora Capital
California
$642K +$7.7K +93 +1%
BIG
1807
Brookwood Investment Group
Arizona
$642K +$994 +12 +0.2%
RCG
1808
Ridge Creek Global
Ohio
$640K +$661K +7,976 New
CFA
1809
CWS Financial Advisors
Michigan
$639K -$4.55K -55 -0.7%
PMFA
1810
Plante Moran Financial Advisors
Michigan
$638K -$3.89K -47 -0.6%
OWA
1811
Opal Wealth Advisors
New York
$637K +$9.28K +112 +1%
WEG
1812
World Equity Group
Illinois
$636K -$104K -1,251 -14%
CRI
1813
Colonial River Investments
Virginia
$636K -$11.1K -134 -2%
BWM
1814
BigSur Wealth Management
Florida
$633K -$14K -169 -2%
DLA
1815
Douglas Lane & Associates
New York
$631K -$47.3K -571 -7%
TSW
1816
Thompson Siegel & Walmsley
Virginia
$628K -$9.94K -120 -2%
CDWM
1817
Campbell Deegan Wealth Management
Virginia
$627K +$663 +8 +0.1%
TLA
1818
Tanglewood Legacy Advisors
Texas
$626K – – –
TBFA
1819
Three Bearings Fiduciary Advisors
New Hampshire
$625K +$589K +7,108 New
ACM
1820
Advance Capital Management
Michigan
$625K +$83 +1 +0%
CIP
1821
Convergence Investment Partners
Florida
$624K +$644K +7,779 New
MPWS
1822
McCarter Private Wealth Services
Massachusetts
$624K +$644K +7,770 New
PWMG
1823
Pinnacle Wealth Management Group
Michigan
$624K +$160K +1,929 +33%
GHA
1824
Good Harbor Advisors
Massachusetts
$623K +$642K +7,756 New
ALAM
1825
Asahi Life Asset Management
Japan
$622K -$60.9K -735 -9%
71 72
73
74 75